KMG Fiduciary Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
20,394
+131
| +0.6% | +$12.8K | 0.15% | 132 |
|
|
2025
Q1 | $1.78M | Buy |
20,263
+785
| +4% | +$68.9K | 0.15% | 143 |
|
|
2024
Q4 | $1.76M | Buy |
19,478
+243
| +1% | +$22K | 0.15% | 136 |
|
|
2024
Q3 | $1.55M | Buy |
19,235
+609
| +3% | +$49.2K | 0.13% | 145 |
|
|
2024
Q2 | $1.26M | Buy |
18,626
+299
| +2% | +$20.2K | 0.12% | 133 |
|
|
2024
Q1 | $1.1M | Buy |
18,327
+1,374
| +8% | +$82.7K | 0.11% | 137 |
|
|
2023
Q4 | $891K | Sell |
16,953
-1,188
| -7% | -$62.4K | 0.1% | 145 |
|
|
2023
Q3 | $967K | Hold |
18,141
| – | – | 0.13% | 138 |
|
|
2023
Q2 | $950K | Hold |
18,141
| – | – | 0.12% | 141 |
|
|
2023
Q1 | $892K | Sell |
18,141
-1,017
| -5% | -$50K | 0.13% | 147 |
|
|
2022
Q4 | $905K | Sell |
19,158
-204
| -1% | -$9.64K | 0.15% | 130 |
|
|
2022
Q3 | $837K | Buy |
19,362
+348
| +2% | +$15K | 0.16% | 113 |
|
|
2022
Q2 | $771K | Sell |
19,014
-1,209
| -6% | -$49K | 0.14% | 120 |
|
|
2022
Q1 | $1M | Sell |
20,223
-63
| -0.3% | -$3.13K | 0.16% | 107 |
|
|
2021
Q4 | $978K | Buy |
20,286
+888
| +5% | +$42.8K | 0.15% | 105 |
|
|
2021
Q3 | $901K | Sell |
19,398
-14,538
| -43% | -$675K | 0.15% | 105 |
|
|
2021
Q2 | $1.6M | Buy |
33,936
+99
| +0.3% | +$4.65K | 0.28% | 78 |
|
|
2021
Q1 | $1.53M | Buy |
33,837
+711
| +2% | +$32.2K | 0.3% | 74 |
|
|
2020
Q4 | $1.61M | Buy |
33,126
+2,664
| +9% | +$129K | 0.34% | 65 |
|
|
2020
Q3 | $1.42M | Buy |
30,462
+14,679
| +93% | +$685K | 0.35% | 62 |
|
|
2020
Q2 | $630K | Buy |
15,783
+693
| +5% | +$27.7K | 0.18% | 84 |
|
|
2020
Q1 | $572K | Buy |
15,090
+8,976
| +147% | +$340K | 0.19% | 87 |
|
|
2019
Q4 | $242K | Buy |
6,114
+645
| +12% | +$25.5K | 0.07% | 114 |
|
|
2019
Q3 | $216K | Hold |
5,469
| – | – | 0.07% | 107 |
|
|
2019
Q2 | $201K | Buy |
+5,469
| New | +$201K | 0.07% | 109 |
|