TFM
TFC Financial Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $868K | Buy |
8,876
+29
| +0.3% | +$2.84K | 0.12% | 57 |
|
|
2025
Q1 | $777K | Sell |
8,847
-473
| -5% | -$41.5K | 0.12% | 53 |
|
|
2024
Q4 | $842K | Sell |
9,320
-959
| -9% | -$86.6K | 0.13% | 54 |
|
|
2024
Q3 | $830K | Buy |
10,279
+1,297
| +14% | +$105K | 0.13% | 52 |
|
|
2024
Q2 | $608K | Hold |
8,982
| – | – | 0.11% | 59 |
|
|
2024
Q1 | $540K | Buy |
8,982
+6,003
| +202% | +$361K | 0.1% | 67 |
|
|
2023
Q4 | $470K | Sell |
2,979
-100
| -3% | -$15.8K | 0.1% | 70 |
|
|
2023
Q3 | $492K | Hold |
3,079
| – | – | 0.12% | 64 |
|
|
2023
Q2 | $484K | Buy |
3,079
+117
| +4% | +$18.4K | 0.12% | 67 |
|
|
2023
Q1 | $437K | Sell |
2,962
-283
| -9% | -$41.7K | 0.11% | 68 |
|
|
2022
Q4 | $460K | Sell |
3,245
-12
| -0.4% | -$1.7K | 0.13% | 61 |
|
|
2022
Q3 | $422K | Sell |
3,257
-300
| -8% | -$38.9K | 0.13% | 59 |
|
|
2022
Q2 | $432K | Buy |
3,557
+237
| +7% | +$28.8K | 0.13% | 57 |
|
|
2022
Q1 | $494K | Hold |
3,320
| – | – | 0.14% | 54 |
|
|
2021
Q4 | $480K | Hold |
3,320
| – | – | 0.15% | 57 |
|
|
2021
Q3 | $463K | Hold |
3,320
| – | – | 0.15% | 53 |
|
|
2021
Q2 | $468K | Buy |
3,320
+25
| +0.8% | +$3.52K | 0.16% | 51 |
|
|
2021
Q1 | $448K | Buy |
3,295
+200
| +6% | +$27.2K | 0.18% | 51 |
|
|
2020
Q4 | $446K | Hold |
3,095
| – | – | 0.19% | 52 |
|
|
2020
Q3 | $433K | Buy |
+3,095
| New | +$433K | 0.21% | 44 |
|