TA
TFB Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
16,080
+389
| +2% | +$38K | 0.41% | 55 |
|
|
2025
Q1 | $1.38M | Buy |
15,691
+514
| +3% | +$45.1K | 0.4% | 59 |
|
|
2024
Q4 | $1.37M | Buy |
15,177
+91
| +0.6% | +$8.22K | 0.39% | 55 |
|
|
2024
Q3 | $1.22M | Buy |
15,086
+52
| +0.3% | +$4.2K | 0.36% | 62 |
|
|
2024
Q2 | $1.02M | Buy |
15,034
+1,141
| +8% | +$77.3K | 0.33% | 68 |
|
|
2024
Q1 | $818K | Buy |
13,893
+10,046
| +261% | +$591K | 0.3% | 79 |
|
|
2023
Q4 | $606K | Buy |
+3,847
| New | +$606K | 0.31% | 76 |
|
|
2023
Q3 | – | Sell |
-5,736
| Closed | -$902K | – | 238 |
|
|
2023
Q2 | $902K | Buy |
5,736
+4,290
| +297% | +$674K | 0.39% | 63 |
|
|
2023
Q1 | $213K | Buy |
+1,446
| New | +$213K | 0.16% | 128 |
|