Triad Financial Advisors’s Walmart Inc WMT Stock Holding History

Triad Financial Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$282K	Buy	5,283 +480	+10%	+$25.5K	0.1%	83
2023 Q2	$252K	Buy	4,803 +6	+0.1%	+$303	0.1%	83
2023 Q1	$236K	Sell	4,797 -135	-3%	-$6.41K	0.1%	91
2022 Q4	$233K	Sell	4,932 -372	-7%	-$17.7K	0.1%	96
2022 Q3	$229K	Buy	5,304 +111	+2%	+$4.86K	0.12%	89
2022 Q2	$210K	Buy	5,193 +3	+0.1%	+$138	0.12%	99
2022 Q1	$258K	Sell	5,190 -3,621	-41%	-$170K	0.14%	94
2021 Q4	$425K	Buy	+8,811	New	+$421K	0.25%	61

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triad Financial Advisors's WMT Position: Q3 2023 in Review

Triad Financial Advisors increased its Walmart Inc (WMT) stake by 10% in Q3 2023, buying an estimated $25.5K and bringing the position to 5,283 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #83.

Triad Financial Advisors first reported a position in WMT in Q4 2021 and has held it in 8 quarters since. The position peaked at $425K in Q4 2021. 2,921 funds tracked by Wall St. Rank hold WMT as of Q3 2023.

Triad Financial Advisors held 5,283 shares of Walmart Inc worth $282K as of Q3 2023.
Triad Financial Advisors bought 480 Walmart Inc shares in Q3 2023, an estimated $25.5K.
Walmart Inc made up 0.1% of Triad Financial Advisors's portfolio in Q3 2023, its #83 holding.
Triad Financial Advisors first reported a position in Walmart Inc in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Walmart Inc position peaked at $425K in Q4 2021.
2,921 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.