New England Capital Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Buy |
8,118
+35
| +0.4% | +$3.42K | 0.36% | 23 |
|
|
2025
Q1 | $710K | Buy |
8,083
+16
| +0.2% | +$1.41K | 0.36% | 24 |
|
|
2024
Q4 | $729K | Sell |
8,067
-31
| -0.4% | -$2.8K | 0.36% | 26 |
|
|
2024
Q3 | $654K | Buy |
8,098
+18
| +0.2% | +$1.45K | 0.34% | 24 |
|
|
2024
Q2 | $547K | Buy |
8,080
+45
| +0.6% | +$3.05K | 0.31% | 26 |
|
|
2024
Q1 | $483K | Buy |
8,035
+112
| +1% | +$6.74K | 0.27% | 27 |
|
|
2023
Q4 | $416K | Sell |
7,923
-30
| -0.4% | -$1.58K | 0.25% | 31 |
|
|
2023
Q3 | $424K | Buy |
7,953
+27
| +0.3% | +$1.44K | 0.29% | 30 |
|
|
2023
Q2 | $415K | Buy |
7,926
+72
| +0.9% | +$3.77K | 0.27% | 30 |
|
|
2023
Q1 | $386K | Sell |
7,854
-21
| -0.3% | -$1.03K | 0.27% | 33 |
|
|
2022
Q4 | $369K | Buy |
+7,875
| New | +$369K | 0.26% | 34 |
|