Fulcrum Equity 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 | $1.53M | Buy |
15,693
+243
| +2% | +$23.8K | 1.58% | 12 |
|
|
2025
Q1 | $1.36M | Buy |
15,450
+121
| +0.8% | +$10.6K | 1.48% | 15 |
|
|
2024
Q4 | $1.38M | Hold |
15,329
| – | – | 1.37% | 14 |
|
|
2024
Q3 | $1.24M | Buy |
15,329
+37
| +0.2% | +$2.99K | 1.05% | 20 |
|
|
2024
Q2 | $1.04M | Buy |
15,292
+92
| +0.6% | +$6.23K | 0.93% | 40 |
|
|
2024
Q1 | $915K | Buy |
15,200
+995
| +7% | +$59.9K | 1.08% | 32 |
|
|
2023
Q4 | $746K | Buy |
14,205
+621
| +5% | +$32.6K | 0.92% | 24 |
|
|
2023
Q3 | $724K | Hold |
13,584
| – | – | 0.85% | 33 |
|
|
2023
Q2 | $712K | Hold |
13,584
| – | – | 0.83% | 31 |
|
|
2023
Q1 | $668K | Buy |
13,584
+51
| +0.4% | +$2.51K | 0.63% | 46 |
|
|
2022
Q4 | $640K | Hold |
13,533
| – | – | 0.52% | 44 |
|
|
2022
Q3 | $585K | Buy |
13,533
+57
| +0.4% | +$2.46K | 0.5% | 42 |
|
|
2022
Q2 | $546K | Buy |
13,476
+213
| +2% | +$8.63K | 0.44% | 42 |
|
|
2022
Q1 | $658K | Sell |
13,263
-432
| -3% | -$21.4K | 0.39% | 46 |
|
|
2021
Q4 | $661K | Buy |
13,695
+558
| +4% | +$26.9K | 0.25% | 74 |
|
|
2021
Q3 | $610K | Buy |
13,137
+48
| +0.4% | +$2.23K | 0.24% | 77 |
|
|
2021
Q2 | $615K | Buy |
13,089
+102
| +0.8% | +$4.79K | 0.23% | 94 |
|
|
2021
Q1 | $588K | Sell |
12,987
-348
| -3% | -$15.8K | 0.23% | 93 |
|
|
2020
Q4 | $641K | Buy |
13,335
+12
| +0.1% | +$577 | 0.26% | 78 |
|
|
2020
Q3 | $621K | Buy |
13,323
+165
| +1% | +$7.69K | 0.29% | 64 |
|
|
2020
Q2 | $525K | Buy |
13,158
+111
| +0.9% | +$4.43K | 0.25% | 68 |
|
|
2020
Q1 | $494K | Buy |
13,047
+561
| +4% | +$21.2K | 0.35% | 16 |
|
|
2019
Q4 | $495K | Buy |
12,486
+4,500
| +56% | +$178K | 0.26% | 60 |
|
|
2019
Q3 | $316K | Buy |
7,986
+36
| +0.5% | +$1.42K | 0.16% | 73 |
|
|
2019
Q2 | $284K | Sell |
7,950
-5,196
| -40% | -$186K | 0.14% | 75 |
|
|
2019
Q1 | $427K | Buy |
13,146
+45
| +0.3% | +$1.46K | 0.15% | 45 |
|
|
2018
Q4 | $407K | Buy |
+13,101
| New | +$407K | 0.15% | 29 |
|