KCFA
Key Client Fiduciary Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
27,538
+608
| +2% | +$59.5K | 1.09% | 20 |
|
|
2025
Q1 | $2.36M | Sell |
26,930
-13,567
| -34% | -$1.19M | 1.08% | 20 |
|
|
2024
Q4 | $3.66M | Buy |
40,497
+3,882
| +11% | +$351K | 1.61% | 12 |
|
|
2024
Q3 | $2.96M | Buy |
36,615
+3,381
| +10% | +$273K | 1.32% | 14 |
|
|
2024
Q2 | $2.25M | Buy |
33,234
+829
| +3% | +$56.1K | 1.12% | 17 |
|
|
2024
Q1 | $1.95M | Buy |
32,405
+22,051
| +213% | +$1.33M | 1.03% | 22 |
|
|
2023
Q4 | $1.63M | Sell |
10,354
-98
| -0.9% | -$15.4K | 0.95% | 22 |
|
|
2023
Q3 | $1.67M | Sell |
10,452
-156
| -1% | -$24.9K | 1.03% | 23 |
|
|
2023
Q2 | $1.67M | Buy |
10,608
+14
| +0.1% | +$2.2K | 0.97% | 25 |
|
|
2023
Q1 | $1.56M | Buy |
10,594
+1,125
| +12% | +$166K | 0.97% | 26 |
|
|
2022
Q4 | $1.34M | Buy |
9,469
+1,754
| +23% | +$249K | 0.91% | 29 |
|
|
2022
Q3 | $1M | Buy |
+7,715
| New | +$1M | 0.91% | 24 |
|