N.E.W. Advisory Services’s Walmart Inc. Common Stock WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $2.55M | Buy |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.16M | Buy |
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|
2023
Q4 | $985K | Hold |
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|
2023
Q3 | $999K | Buy |
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|
2023
Q2 | $833K | Buy |
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|
2023
Q1 | $747K | Buy |
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|
2022
Q4 | $676K | Buy |
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|
2022
Q3 | $614K | Buy |
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|
2022
Q2 | $424K | Sell |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $535K | Sell |
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|
2021
Q3 | $526K | Buy |
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|
2021
Q2 | $530K | Buy |
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|
2021
Q1 | $496K | Buy |
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|
2020
Q4 | $497K | Buy |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $277K | Buy |
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|
2019
Q4 | $276K | Buy |
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