NEOS Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.5M | Buy |
342,820
+54,326
| +19% | +$5.31M | 0.42% | 45 |
|
|
2025
Q1 | $25.3M | Buy |
288,494
+55,495
| +24% | +$4.87M | 0.48% | 42 |
|
|
2024
Q4 | $21.1M | Buy |
232,999
+56,002
| +32% | +$5.06M | 0.5% | 36 |
|
|
2024
Q3 | $14.3M | Buy |
176,997
+18,696
| +12% | +$1.51M | 0.43% | 46 |
|
|
2024
Q2 | $10.7M | Buy |
158,301
+50,796
| +47% | +$3.44M | 0.44% | 42 |
|
|
2024
Q1 | $6.47M | Buy |
107,505
+34,212
| +47% | +$2.06M | 0.4% | 46 |
|
|
2023
Q4 | $3.85M | Buy |
73,293
+14,781
| +25% | +$777K | 0.36% | 53 |
|
|
2023
Q3 | $3.12M | Buy |
+58,512
| New | +$3.12M | 0.4% | 50 |
|