New Wave Wealth 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 | $29.5M | Sell |
301,602
-3,178
| -1% | -$311K | 12.53% | 1 |
|
|
2025
Q1 | $26.8M | Sell |
304,780
-10,547
| -3% | -$926K | 11.99% | 1 |
|
|
2024
Q4 | $28.5M | Sell |
315,327
-3,461
| -1% | -$313K | 11.68% | 1 |
|
|
2024
Q3 | $25.7M | Buy |
318,788
+11,248
| +4% | +$908K | 11.86% | 1 |
|
|
2024
Q2 | $20.8M | Buy |
+307,540
| New | +$20.8M | 11.19% | 1 |
|