Northeast Financial Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$309K Buy
3,164
+174
+6% +$17K 0.09% 66
2025
Q1
$262K Hold
2,990
0.09% 70
2024
Q4
$270K Buy
2,990
+29
+1% +$2.62K 0.1% 67
2024
Q3
$239K Sell
2,961
-33
-1% -$2.67K 0.09% 72
2024
Q2
$203K Buy
+2,994
New +$203K 0.09% 73