Naviter Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.14M | Sell |
83,279
-8,794
| -10% | -$860K | 1% | 18 |
|
|
2025
Q1 | $7.86M | Buy |
92,073
+18,560
| +25% | +$1.58M | 0.95% | 19 |
|
|
2024
Q4 | $6.65M | Buy |
73,513
+19,955
| +37% | +$1.81M | 0.8% | 25 |
|
|
2024
Q3 | $4.32M | Buy |
53,558
+3,868
| +8% | +$312K | 0.6% | 40 |
|
|
2024
Q2 | $3.36M | Buy |
49,690
+1,521
| +3% | +$103K | 0.5% | 47 |
|
|
2024
Q1 | $2.91M | Buy |
48,169
+1,444
| +3% | +$87.2K | 0.48% | 53 |
|
|
2023
Q4 | $2.46M | Buy |
46,725
+5,682
| +14% | +$300K | 0.5% | 47 |
|
|
2023
Q3 | $2.19M | Buy |
41,043
+780
| +2% | +$41.6K | 0.53% | 42 |
|
|
2023
Q2 | $2.11M | Buy |
40,263
+4,629
| +13% | +$243K | 0.54% | 42 |
|
|
2023
Q1 | $1.76M | Buy |
35,634
+1,701
| +5% | +$83.9K | 0.61% | 33 |
|
|
2022
Q4 | $1.62M | Buy |
33,933
+2,967
| +10% | +$141K | 0.44% | 47 |
|
|
2022
Q3 | $1.34M | Buy |
30,966
+876
| +3% | +$37.9K | 0.55% | 33 |
|
|
2022
Q2 | $1.22M | Buy |
30,090
+13,500
| +81% | +$547K | 0.5% | 37 |
|
|
2022
Q1 | $827K | Hold |
16,590
| – | – | 0.28% | 57 |
|
|
2021
Q4 | $803K | Buy |
+16,590
| New | +$803K | 0.24% | 64 |
|