Nicolet Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
48,167
+584
| +1% | +$57.5K | 0.4% | 40 |
|
|
2025
Q1 | $4.31M | Buy |
47,583
+1,511
| +3% | +$137K | 0.43% | 39 |
|
|
2024
Q4 | $4.28M | Buy |
46,072
+742
| +2% | +$69K | 0.39% | 39 |
|
|
2024
Q3 | $3.65M | Buy |
45,330
+755
| +2% | +$60.7K | 0.34% | 46 |
|
|
2024
Q2 | $3.14M | Buy |
44,575
+3,551
| +9% | +$250K | 0.3% | 47 |
|
|
2024
Q1 | $2.45M | Buy |
41,024
+101
| +0.2% | +$6.04K | 0.25% | 52 |
|
|
2023
Q4 | $2.14M | Sell |
40,923
-1,029
| -2% | -$53.8K | 0.23% | 53 |
|
|
2023
Q3 | $2.25M | Buy |
41,952
+759
| +2% | +$40.7K | 0.25% | 56 |
|
|
2023
Q2 | $2.16M | Buy |
41,193
+1,824
| +5% | +$95.5K | 0.24% | 56 |
|
|
2023
Q1 | $1.98M | Buy |
39,369
+6,387
| +19% | +$321K | 0.23% | 55 |
|
|
2022
Q4 | $1.61M | Buy |
32,982
+2,124
| +7% | +$103K | 0.21% | 56 |
|
|
2022
Q3 | $1.33M | Sell |
30,858
-3
| -0% | -$129 | 0.22% | 46 |
|
|
2022
Q2 | $1.29M | Sell |
30,861
-19,722
| -39% | -$824K | 0.19% | 51 |
|
|
2022
Q1 | $2.65M | Buy |
50,583
+11,460
| +29% | +$601K | 0.35% | 37 |
|
|
2021
Q4 | $1.89M | Sell |
39,123
-765
| -2% | -$36.9K | 0.23% | 45 |
|
|
2021
Q3 | $1.85M | Sell |
39,888
-45
| -0.1% | -$2.09K | 0.24% | 45 |
|
|
2021
Q2 | $1.88M | Sell |
39,933
-6
| -0% | -$282 | 0.24% | 47 |
|
|
2021
Q1 | $1.81M | Buy |
39,939
+2,100
| +6% | +$95.1K | 0.25% | 46 |
|
|
2020
Q4 | $1.82M | Buy |
37,839
+813
| +2% | +$39.1K | 0.25% | 47 |
|
|
2020
Q3 | $1.73M | Sell |
37,026
-2,979
| -7% | -$139K | 0.27% | 45 |
|
|
2020
Q2 | $1.6M | Buy |
40,005
+4,479
| +13% | +$179K | 0.25% | 57 |
|
|
2020
Q1 | $1.35M | Buy |
35,526
+3,522
| +11% | +$133K | 0.24% | 64 |
|
|
2019
Q4 | $1.27M | Buy |
32,004
+5,025
| +19% | +$199K | 0.2% | 55 |
|
|
2019
Q3 | $1.07M | Buy |
26,979
+5,952
| +28% | +$235K | 0.16% | 61 |
|
|
2019
Q2 | $774K | Sell |
21,027
-321
| -2% | -$11.8K | 0.12% | 63 |
|
|
2019
Q1 | $694K | Buy |
+21,348
| New | +$694K | 0.12% | 67 |
|