NewEdge 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 | $15.3M | Sell |
148,161
-14,171
| -9% | -$1.46M | 0.24% | 90 |
|
|
2025
Q1 | $14.3M | Buy |
162,332
+10,141
| +7% | +$890K | 0.26% | 86 |
|
|
2024
Q4 | $13.8M | Buy |
152,191
+7,244
| +5% | +$654K | 0.24% | 101 |
|
|
2024
Q3 | $11.7M | Buy |
144,947
+47,468
| +49% | +$3.83M | 0.21% | 102 |
|
|
2024
Q2 | $6.6M | Sell |
97,479
-1,222
| -1% | -$82.7K | 0.14% | 132 |
|
|
2024
Q1 | $5.89M | Buy |
98,701
+8,068
| +9% | +$482K | 0.13% | 141 |
|
|
2023
Q4 | $4.76M | Buy |
90,633
+20,325
| +29% | +$1.07M | 0.12% | 146 |
|
|
2023
Q3 | $3.75M | Buy |
70,308
+61,908
| +737% | +$3.3M | 0.12% | 158 |
|
|
2023
Q2 | $440K | Sell |
8,400
-1,998
| -19% | -$105K | 0.01% | 471 |
|
|
2023
Q1 | $511K | Buy |
10,398
+3,642
| +54% | +$179K | 0.02% | 407 |
|
|
2022
Q4 | $319K | Buy |
6,756
+240
| +4% | +$11.3K | 0.01% | 438 |
|
|
2022
Q3 | $282K | Buy |
+6,516
| New | +$282K | 0.01% | 438 |
|