Ownership history in Walker Financial Services, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Walker Financial Services, Inc. reported a position in FIDELITY COVINGTON TRUST (FSTA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 25,513 | -10,963 | -30.1% | 0.45% | $1.3M | $49.19 |
| 2025 Q3 | REDUCED | 36,476 | -4,248 | -10.4% | 0.71% | $1.8M | $49.54 |
| 2025 Q2 | ADDED | 40,724 | +1,873 | +4.8% | 0.95% | $2.1M | $50.57 |
| 2025 Q1 | ADDED | 38,851 | +2,592 | +7.1% | 1.04% | $2.0M | $50.25 |
| 2024 Q4 | ADDED | 36,259 | +1,476 | +4.2% | 1.04% | $1.8M | $48.31 |
| 2024 Q3 | ADDED | 34,783 | +2,041 | +6.2% | 1.20% | $1.8M | $49.62 |
| 2024 Q2 | REDUCED | 32,742 | -3,681 | -10.1% | 1.21% | $1.6M | $45.83 |
| 2024 Q1 | REDUCED | 36,423 | -12,853 | -26.1% | 1.42% | $1.7M | $45.73 |
| 2023 Q4 | REDUCED | 49,276 | -26,574 | -35.0% | 2.27% | $2.2M | $42.64 |
| 2023 Q3 | REDUCED | 75,850 | -53,892 | -41.5% | 3.14% | $3.2M | $40.34 |
As of 2025 Q4 — sorted by position size