NFP Retirement Inc’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
21,444
+8,022
| +60% | +$784K | 0.14% | 88 |
|
|
2025
Q1 | $1.18M | Buy |
13,422
+49
| +0.4% | +$4.3K | 0.09% | 110 |
|
|
2024
Q4 | $1.21M | Buy |
13,373
+856
| +7% | +$77.3K | 0.1% | 111 |
|
|
2024
Q3 | $1.01M | Sell |
12,517
-46
| -0.4% | -$3.72K | 0.08% | 119 |
|
|
2024
Q2 | $851K | Sell |
12,563
-86
| -0.7% | -$5.82K | 0.07% | 132 |
|
|
2024
Q1 | $761K | Buy |
12,649
+1,039
| +9% | +$62.5K | 0.07% | 138 |
|
|
2023
Q4 | $610K | Buy |
11,610
+288
| +3% | +$15.1K | 0.1% | 133 |
|
|
2023
Q3 | $604K | Sell |
11,322
-357
| -3% | -$19K | 0.12% | 132 |
|
|
2023
Q2 | $612K | Buy |
11,679
+369
| +3% | +$19.3K | 0.11% | 135 |
|
|
2023
Q1 | $556K | Sell |
11,310
-57
| -0.5% | -$2.8K | 0.11% | 145 |
|
|
2022
Q4 | $537K | Sell |
11,367
-3
| -0% | -$142 | 0.12% | 140 |
|
|
2022
Q3 | $492K | Sell |
11,370
-207
| -2% | -$8.95K | 0.12% | 140 |
|
|
2022
Q2 | $469K | Sell |
11,577
-69
| -0.6% | -$2.8K | 0.12% | 140 |
|
|
2022
Q1 | $578K | Buy |
+11,646
| New | +$578K | 0.14% | 121 |
|
|
2021
Q3 | – | Sell |
-4,641
| Closed | -$218K | – | 144 |
|
|
2021
Q2 | $218K | Buy |
4,641
+57
| +1% | +$2.68K | 0.08% | 124 |
|
|
2021
Q1 | $207K | Buy |
+4,584
| New | +$207K | 0.09% | 117 |
|