JMFC
J.M. Forbes & Co’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.9M | Buy |
182,657
+27
| +0% | +$2.64K | 1.63% | 16 |
|
|
2025
Q1 | $16M | Buy |
182,630
+4,492
| +3% | +$394K | 1.55% | 20 |
|
|
2024
Q4 | $16.1M | Sell |
178,138
-52,251
| -23% | -$4.72M | 1.55% | 17 |
|
|
2024
Q3 | $18.6M | Sell |
230,389
-2,553
| -1% | -$206K | 1.82% | 12 |
|
|
2024
Q2 | $15.8M | Buy |
232,942
+5,030
| +2% | +$341K | 1.62% | 18 |
|
|
2024
Q1 | $13.7M | Buy |
227,912
+150,513
| +194% | +$9.06M | 1.49% | 22 |
|
|
2023
Q4 | $12.2M | Buy |
77,399
+1,383
| +2% | +$218K | 1.42% | 24 |
|
|
2023
Q3 | $12.2M | Buy |
76,016
+637
| +0.8% | +$102K | 1.58% | 21 |
|
|
2023
Q2 | $11.8M | Sell |
75,379
-9,727
| -11% | -$1.53M | 1.47% | 24 |
|
|
2023
Q1 | $12.5M | Buy |
85,106
+1,827
| +2% | +$269K | 1.72% | 25 |
|
|
2022
Q4 | $11.8M | Sell |
83,279
-28
| -0% | -$3.97K | 1.7% | 26 |
|
|
2022
Q3 | $10.8M | Buy |
83,307
+959
| +1% | +$124K | 1.69% | 24 |
|
|
2022
Q2 | $10M | Sell |
82,348
-320
| -0.4% | -$38.9K | 1.47% | 31 |
|
|
2022
Q1 | $12.3M | Sell |
82,668
-60
| -0.1% | -$8.94K | 1.56% | 27 |
|
|
2021
Q4 | $12M | Buy |
82,728
+105
| +0.1% | +$15.2K | 1.37% | 31 |
|
|
2021
Q3 | $11.5M | Buy |
82,623
+896
| +1% | +$125K | 1.45% | 29 |
|
|
2021
Q2 | $11.5M | Buy |
81,727
+263
| +0.3% | +$37.1K | 1.45% | 29 |
|
|
2021
Q1 | $11.1M | Buy |
81,464
+2,156
| +3% | +$293K | 1.54% | 28 |
|
|
2020
Q4 | $11.4M | Buy |
79,308
+1,483
| +2% | +$214K | 1.68% | 26 |
|
|
2020
Q3 | $10.9M | Buy |
77,825
+605
| +0.8% | +$84.6K | 1.74% | 24 |
|
|
2020
Q2 | $9.25M | Buy |
+77,220
| New | +$9.25M | 1.65% | 26 |
|