FSB Premier Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $836K | Sell |
8,549
-1,706
| -17% | -$167K | 0.3% | 90 |
|
|
2025
Q1 | $900K | Buy |
10,255
+1,707
| +20% | +$150K | 0.35% | 80 |
|
|
2024
Q4 | $772K | Sell |
8,548
-532
| -6% | -$48.1K | 0.31% | 83 |
|
|
2024
Q3 | $733K | Buy |
9,080
+15
| +0.2% | +$1.21K | 0.3% | 89 |
|
|
2024
Q2 | $614K | Sell |
9,065
-707
| -7% | -$47.9K | 0.28% | 84 |
|
|
2024
Q1 | $588K | Sell |
9,772
-251
| -3% | -$15.1K | 0.27% | 80 |
|
|
2023
Q4 | $527K | Hold |
10,023
| – | – | 0.26% | 85 |
|
|
2023
Q3 | $534K | Hold |
10,023
| – | – | 0.3% | 79 |
|
|
2023
Q2 | $525K | Buy |
10,023
+3
| +0% | +$157 | 0.29% | 79 |
|
|
2023
Q1 | $493K | Sell |
10,020
-600
| -6% | -$29.5K | 0.27% | 80 |
|
|
2022
Q4 | $502K | Hold |
10,620
| – | – | 0.28% | 75 |
|
|
2022
Q3 | $459K | Buy |
10,620
+303
| +3% | +$13.1K | 0.27% | 77 |
|
|
2022
Q2 | $418K | Hold |
10,317
| – | – | 0.23% | 85 |
|
|
2022
Q1 | $537K | Sell |
10,317
-4,848
| -32% | -$252K | 0.27% | 73 |
|
|
2021
Q4 | $731K | Hold |
15,165
| – | – | 0.31% | 58 |
|
|
2021
Q3 | $704K | Hold |
15,165
| – | – | 0.35% | 52 |
|
|
2021
Q2 | $712K | Sell |
15,165
-642
| -4% | -$30.1K | 0.36% | 49 |
|
|
2021
Q1 | $715K | Buy |
15,807
+1,011
| +7% | +$45.7K | 0.39% | 51 |
|
|
2020
Q4 | $710K | Buy |
+14,796
| New | +$710K | 0.38% | 52 |
|