Narus Financial Partners’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$139M Sell
1,423,100
-3,950
-0.3% -$386K 43.43% 1
2025
Q1
$125M Sell
1,427,050
-589
-0% -$51.7K 42.61% 1
2024
Q4
$129M Sell
1,427,639
-51,787
-4% -$4.68M 43.62% 1
2024
Q3
$119M Sell
1,479,426
-1,235
-0.1% -$99.7K 42.83% 1
2024
Q2
$100M Sell
1,480,661
-450
-0% -$30.5K 40.41% 1
2024
Q1
$89.1M Sell
1,481,111
-10,936
-0.7% -$658K 38.04% 1
2023
Q4
$78.4M Sell
1,492,047
-45,093
-3% -$2.37M 37.77% 1
2023
Q3
$81.9M Sell
1,537,140
-249
-0% -$13.3K 42.04% 1
2023
Q2
$80.5M Sell
1,537,389
-6,141
-0.4% -$322K 41.62% 1
2023
Q1
$75.9M Sell
1,543,530
-2,784
-0.2% -$137K 41.13% 1
2022
Q4
$73.1M Sell
1,546,314
-62,235
-4% -$2.94M 42.2% 1
2022
Q3
$69.5M Sell
1,608,549
-2,025
-0.1% -$87.5K 43.97% 1
2022
Q2
$65.3M Buy
1,610,574
+33,045
+2% +$1.34M 41.58% 1
2022
Q1
$78.3M Buy
+1,577,529
New +$78.3M 43.81% 1
2021
Q1
$89.8M Buy
+1,982,475
New +$89.8M 53.49% 1
2019
Q4
$91.3M Sell
2,304,645
-8,058
-0.3% -$319K 63.95% 1
2019
Q3
$91.5M Buy
2,312,703
+6
+0% +$237 67.15% 1
2019
Q2
$85.2M Buy
+2,312,697
New +$85.2M 65.89% 1
2017
Q3
$65.5M Sell
2,514,738
-50,088
-2% -$1.3M 57.69% 1
2017
Q2
$64.7M Sell
2,564,826
-8,145
-0.3% -$205K 60.02% 1
2017
Q1
$61.8M Buy
2,572,971
+145,233
+6% +$3.49M 59.73% 1
2016
Q4
$55.9M Buy
+2,427,738
New +$55.9M 58.97% 1