Northern Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.29M | Sell |
43,857
-180
| -0.4% | -$17.6K | 3.22% | 5 |
|
|
2025
Q1 | $3.87M | Sell |
44,037
-491
| -1% | -$43.1K | 3.19% | 5 |
|
|
2024
Q4 | $4.02M | Sell |
44,528
-3,205
| -7% | -$290K | 3.21% | 4 |
|
|
2024
Q3 | $3.85M | Sell |
47,733
-168
| -0.4% | -$13.6K | 2.92% | 5 |
|
|
2024
Q2 | $3.24M | Buy |
47,901
+14,161
| +42% | +$959K | 2.6% | 6 |
|
|
2024
Q1 | $2.03M | Buy |
33,740
+227
| +0.7% | +$13.7K | 1.58% | 12 |
|
|
2023
Q4 | $1.76M | Buy |
33,513
+3,123
| +10% | +$164K | 1.48% | 13 |
|
|
2023
Q3 | $1.62M | Buy |
30,390
+1,740
| +6% | +$92.8K | 1.48% | 12 |
|
|
2023
Q2 | $1.5M | Buy |
28,650
+1,884
| +7% | +$98.7K | 1.32% | 15 |
|
|
2023
Q1 | $1.32M | Sell |
26,766
-756
| -3% | -$37.2K | 1.24% | 16 |
|
|
2022
Q4 | $1.3M | Buy |
+27,522
| New | +$1.3M | 1.47% | 15 |
|