Northwest 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 | $443K | Sell |
4,526
-2,563
| -36% | -$251K | 0.62% | 45 |
|
|
2025
Q1 | $622K | Buy |
7,089
+536
| +8% | +$47.1K | 0.52% | 48 |
|
|
2024
Q4 | $592K | Buy |
6,553
+633
| +11% | +$57.2K | 0.49% | 51 |
|
|
2024
Q3 | $478K | Sell |
5,920
-1,187
| -17% | -$95.8K | 0.38% | 58 |
|
|
2024
Q2 | $481K | Buy |
7,107
+32
| +0.5% | +$2.17K | 0.49% | 51 |
|
|
2024
Q1 | $426K | Buy |
7,075
+16
| +0.2% | +$963 | 0.47% | 54 |
|
|
2023
Q4 | $371K | Buy |
+7,059
| New | +$371K | 0.32% | 57 |
|