FSC Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-600
| Closed | -$52.7K | – | 259 |
|
|
2025
Q1 | $52.7K | Sell |
600
-300
| -33% | -$26.3K | 0.03% | 108 |
|
|
2024
Q4 | $81.3K | Buy |
900
+25
| +3% | +$2.26K | 0.05% | 92 |
|
|
2024
Q3 | $70.7K | Buy |
875
+275
| +46% | +$22.2K | 0.05% | 102 |
|
|
2024
Q2 | $40.6K | Hold |
600
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $36.1K | Hold |
600
| – | – | 0.03% | 120 |
|
|
2023
Q4 | $31.5K | Hold |
600
| – | – | 0.02% | 129 |
|
|
2023
Q3 | $32K | Hold |
600
| – | – | 0.03% | 101 |
|
|
2023
Q2 | $31.4K | Hold |
600
| – | – | 0.03% | 99 |
|
|
2023
Q1 | $29.5K | Buy |
+600
| New | +$29.5K | 0.05% | 78 |
|
|
2022
Q3 | – | Sell |
-2,631
| Closed | -$107K | – | 209 |
|
|
2022
Q2 | $107K | Sell |
2,631
-9
| -0.3% | -$366 | 0.95% | 25 |
|
|
2022
Q1 | $131K | Hold |
2,640
| – | – | 0.12% | 34 |
|
|
2021
Q4 | $127K | Buy |
+2,640
| New | +$127K | 0.09% | 46 |
|