Northstar Advisory 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 | $251K | Buy |
2,567
+8
| +0.3% | +$782 | 0.12% | 93 |
|
|
2025
Q1 | $225K | Buy |
2,559
+2
| +0.1% | +$176 | 0.15% | 90 |
|
|
2024
Q4 | $231K | Buy |
2,557
+50
| +2% | +$4.52K | 0.12% | 95 |
|
|
2024
Q3 | $202K | Buy |
+2,507
| New | +$202K | 0.11% | 97 |
|
|
2023
Q4 | – | Sell |
-13,263
| Closed | -$707K | – | 109 |
|
|
2023
Q3 | $707K | Buy |
+13,263
| New | +$707K | 0.52% | 42 |
|