FWA
FSM Wealth Advisors’s Walmart WMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.08M | Buy |
10,837
+4,904
| +83% | +$487K | 0.18% | 85 |
|
2025
Q1 | $521K | Buy |
5,933
+675
| +13% | +$59.3K | 0.12% | 103 |
|
2024
Q4 | $480K | Buy |
5,258
+1,159
| +28% | +$106K | 0.12% | 99 |
|
2024
Q3 | $331K | Buy |
4,099
+635
| +18% | +$51.3K | 0.09% | 123 |
|
2024
Q2 | $235K | Buy |
+3,464
| New | +$235K | 0.08% | 139 |
|