MFT
Moisand Fitzgerald Tamayo’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Hold |
3,624
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $318K | Sell |
3,624
-394
| -10% | -$34.6K | 0.04% | 90 |
|
|
2024
Q4 | $363K | Sell |
4,018
-125
| -3% | -$11.3K | 0.05% | 81 |
|
|
2024
Q3 | $335K | Buy |
4,143
+24
| +0.6% | +$1.94K | 0.05% | 88 |
|
|
2024
Q2 | $279K | Hold |
4,119
| – | – | 0.04% | 89 |
|
|
2024
Q1 | $248K | Buy |
4,119
+2,683
| +187% | +$161K | 0.04% | 95 |
|
|
2023
Q4 | $226K | Sell |
1,436
-2
| -0.1% | -$315 | 0.04% | 97 |
|
|
2023
Q3 | $230K | Sell |
1,438
-162
| -10% | -$25.9K | 0.05% | 89 |
|
|
2023
Q2 | $251K | Sell |
1,600
-112
| -7% | -$17.6K | 0.05% | 89 |
|
|
2023
Q1 | $252K | Sell |
1,712
-1,364
| -44% | -$201K | 0.05% | 88 |
|
|
2022
Q4 | $436K | Buy |
3,076
+80
| +3% | +$11.3K | 0.1% | 72 |
|
|
2022
Q3 | $389K | Sell |
2,996
-1
| -0% | -$130 | 0.11% | 72 |
|
|
2022
Q2 | $364K | Buy |
2,997
+2,479
| +479% | +$301K | 0.1% | 74 |
|
|
2022
Q1 | $77K | Sell |
518
-1,396
| -73% | -$208K | 0.04% | 94 |
|
|
2021
Q4 | $277K | Sell |
1,914
-215
| -10% | -$31.1K | 0.08% | 80 |
|
|
2021
Q3 | $297K | Sell |
2,129
-100
| -4% | -$14K | 0.1% | 74 |
|
|
2021
Q2 | $314K | Buy |
2,229
+315
| +16% | +$44.4K | 0.11% | 69 |
|
|
2021
Q1 | $260K | Hold |
1,914
| – | – | 0.11% | 72 |
|
|
2020
Q4 | $276K | Hold |
1,914
| – | – | 0.12% | 67 |
|
|
2020
Q3 | $268K | Hold |
1,914
| – | – | 0.14% | 64 |
|
|
2020
Q2 | $229K | Hold |
1,914
| – | – | 0.13% | 64 |
|
|
2020
Q1 | $217K | Hold |
1,914
| – | – | 0.14% | 64 |
|
|
2019
Q4 | $227K | Hold |
1,914
| – | – | 0.12% | 74 |
|
|
2019
Q3 | $227K | Hold |
1,914
| – | – | 0.12% | 72 |
|
|
2019
Q2 | $211K | Hold |
1,914
| – | – | 0.11% | 72 |
|
|
2019
Q1 | $187K | Hold |
1,914
| – | – | 0.1% | 76 |
|
|
2018
Q4 | $178K | Hold |
1,914
| – | – | 0.11% | 73 |
|
|
2018
Q3 | $180K | Sell |
1,914
-429
| -18% | -$40.3K | 0.1% | 78 |
|
|
2018
Q2 | $201K | Hold |
2,343
| – | – | 0.12% | 72 |
|
|
2018
Q1 | $208K | Hold |
2,343
| – | – | 0.12% | 72 |
|
|
2017
Q4 | $231K | Hold |
2,343
| – | – | 0.13% | 63 |
|
|
2017
Q3 | $183K | Buy |
+2,343
| New | +$183K | 0.11% | 68 |
|
|
2016
Q2 | – | Sell |
-2,559
| Closed | -$175K | – | 203 |
|
|
2016
Q1 | $175K | Sell |
2,559
-200
| -7% | -$13.7K | 0.14% | 57 |
|
|
2015
Q4 | $169K | Buy |
+2,759
| New | +$169K | 0.15% | 58 |
|