NEWAS
N.E.W. Advisory Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
13,932
-15,064
| -52% | -$1.47M | 0.13% | 60 |
|
|
2025
Q1 | $2.55M | Buy |
28,996
+9,797
| +51% | +$860K | 0.19% | 60 |
|
|
2024
Q4 | $1.73M | Sell |
19,199
-953
| -5% | -$86.1K | 0.16% | 64 |
|
|
2024
Q3 | $1.63M | Buy |
20,152
+512
| +3% | +$41.3K | 0.16% | 60 |
|
|
2024
Q2 | $1.33M | Buy |
19,640
+289
| +1% | +$19.6K | 0.14% | 63 |
|
|
2024
Q1 | $1.16M | Buy |
19,351
+13,103
| +210% | +$788K | 0.13% | 67 |
|
|
2023
Q4 | $985K | Hold |
6,248
| – | – | 0.12% | 69 |
|
|
2023
Q3 | $999K | Buy |
6,248
+946
| +18% | +$151K | 0.14% | 68 |
|
|
2023
Q2 | $833K | Buy |
5,302
+231
| +5% | +$36.3K | 0.12% | 66 |
|
|
2023
Q1 | $747K | Buy |
5,071
+300
| +6% | +$44.2K | 0.11% | 67 |
|
|
2022
Q4 | $676K | Buy |
4,771
+35
| +0.7% | +$4.96K | 0.11% | 68 |
|
|
2022
Q3 | $614K | Buy |
4,736
+1,250
| +36% | +$162K | 0.11% | 68 |
|
|
2022
Q2 | $424K | Sell |
3,486
-169
| -5% | -$20.6K | 0.07% | 79 |
|
|
2022
Q1 | $496K | Sell |
3,655
-41
| -1% | -$5.56K | 0.09% | 80 |
|
|
2021
Q4 | $535K | Sell |
3,696
-77
| -2% | -$11.1K | 0.08% | 78 |
|
|
2021
Q3 | $526K | Buy |
3,773
+1
| +0% | +$139 | 0.09% | 79 |
|
|
2021
Q2 | $530K | Buy |
3,772
+117
| +3% | +$16.4K | 0.09% | 80 |
|
|
2021
Q1 | $496K | Buy |
3,655
+208
| +6% | +$28.2K | 0.09% | 81 |
|
|
2020
Q4 | $497K | Buy |
3,447
+1,003
| +41% | +$145K | 0.1% | 88 |
|
|
2020
Q3 | $342K | Buy |
2,444
+129
| +6% | +$18.1K | 0.1% | 72 |
|
|
2020
Q2 | $277K | Buy |
+2,315
| New | +$277K | 0.09% | 75 |
|
|
2019
Q4 | $276K | Buy |
+2,317
| New | +$276K | 0.09% | 74 |
|