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NewEdge Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.3M | Sell |
943,850
-11,236
| -1% | -$1.1M | 0.48% | 33 |
|
|
2025
Q1 | $83.8M | Buy |
955,086
+35,559
| +4% | +$3.12M | 0.5% | 31 |
|
|
2024
Q4 | $83.1M | Buy |
919,527
+61,964
| +7% | +$5.6M | 0.5% | 34 |
|
|
2024
Q3 | $69.2M | Buy |
857,563
+97,728
| +13% | +$7.89M | 0.45% | 39 |
|
|
2024
Q2 | $51.4M | Buy |
759,835
+57,137
| +8% | +$3.87M | 0.37% | 48 |
|
|
2024
Q1 | $42.3M | Buy |
702,698
+471,159
| +203% | +$28.3M | 0.37% | 55 |
|
|
2023
Q4 | $37.1M | Buy |
231,539
+27,877
| +14% | +$4.47M | 0.35% | 66 |
|
|
2023
Q3 | $32.6M | Buy |
203,662
+38,081
| +23% | +$6.09M | 0.36% | 71 |
|
|
2023
Q2 | $26M | Buy |
165,581
+9,187
| +6% | +$1.44M | 0.29% | 86 |
|
|
2023
Q1 | $23.1M | Buy |
156,394
+2,629
| +2% | +$389K | 0.29% | 88 |
|
|
2022
Q4 | $11.1M | Buy |
153,765
+12,153
| +9% | +$878K | 0.3% | 76 |
|
|
2022
Q3 | $18.4M | Buy |
141,612
+614
| +0.4% | +$79.6K | 0.3% | 83 |
|
|
2022
Q2 | $17.1M | Buy |
140,998
+11,360
| +9% | +$1.38M | 0.28% | 87 |
|
|
2022
Q1 | $19.3M | Sell |
129,638
-1,559
| -1% | -$232K | 0.31% | 71 |
|
|
2021
Q4 | $19M | Buy |
131,197
+36,857
| +39% | +$5.33M | 0.29% | 79 |
|
|
2021
Q3 | $13.1M | Buy |
94,340
+5,329
| +6% | +$743K | 0.33% | 75 |
|
|
2021
Q2 | $12.6M | Sell |
89,011
-3,745
| -4% | -$528K | 0.33% | 70 |
|
|
2021
Q1 | $12.6M | Sell |
92,756
-135,316
| -59% | -$18.4M | 0.38% | 65 |
|
|
2020
Q4 | $32.9M | Buy |
228,072
+1,078
| +0.5% | +$155K | 1.08% | 10 |
|
|
2020
Q3 | $31.8M | Buy |
226,994
+11,645
| +5% | +$1.63M | 1.1% | 12 |
|
|
2020
Q2 | $25.8M | Buy |
215,349
+11,880
| +6% | +$1.42M | 1.01% | 18 |
|
|
2020
Q1 | $23.1M | Buy |
203,469
+11,649
| +6% | +$1.32M | 1.11% | 13 |
|
|
2019
Q4 | $22.8M | Buy |
191,820
+12,574
| +7% | +$1.49M | 0.91% | 19 |
|
|
2019
Q3 | $21.3M | Buy |
179,246
+42,658
| +31% | +$5.07M | 0.95% | 15 |
|
|
2019
Q2 | $15.1M | Buy |
136,588
+101,976
| +295% | +$11.3M | 0.92% | 24 |
|
|
2019
Q1 | $3.38M | Buy |
34,612
+3,531
| +11% | +$344K | 0.22% | 113 |
|
|
2018
Q4 | $2.9K | Buy |
31,081
+3,325
| +12% | +$310 | 0.19% | 115 |
|
|
2018
Q3 | $2.61M | Buy |
27,756
+1,419
| +5% | +$133K | 0.2% | 118 |
|
|
2018
Q2 | $2.21K | Buy |
26,337
+4,603
| +21% | +$387 | 0.2% | 113 |
|
|
2018
Q1 | $1.86M | Buy |
21,734
+2,681
| +14% | +$229K | 0.21% | 104 |
|
|
2017
Q4 | $1.94M | Sell |
19,053
-113
| -0.6% | -$11.5K | 0.26% | 86 |
|
|
2017
Q3 | $1.54M | Buy |
19,166
+6,954
| +57% | +$560K | 0.24% | 100 |
|
|
2017
Q2 | $894K | Buy |
12,212
+2,052
| +20% | +$150K | 0.15% | 147 |
|
|
2017
Q1 | $727K | Sell |
10,160
-13,348
| -57% | -$955K | 0.17% | 134 |
|
|
2016
Q4 | $1.61M | Buy |
23,508
+11,396
| +94% | +$780K | 0.45% | 59 |
|
|
2016
Q3 | $873K | Buy |
12,112
+4,314
| +55% | +$311K | 0.28% | 77 |
|
|
2016
Q2 | $570K | Buy |
+7,798
| New | +$570K | 0.24% | 85 |
|