NWM
Northwest Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Buy |
21,058
+26
| +0.1% | +$2.54K | 0.37% | 52 |
|
|
2025
Q1 | $1.85M | Sell |
21,032
-2,666
| -11% | -$234K | 0.37% | 51 |
|
|
2024
Q4 | $2.14M | Buy |
23,698
+777
| +3% | +$70.2K | 0.45% | 46 |
|
|
2024
Q3 | $1.85M | Sell |
22,921
-3,147
| -12% | -$254K | 0.43% | 47 |
|
|
2024
Q2 | $1.77M | Sell |
26,068
-59
| -0.2% | -$4K | 0.46% | 46 |
|
|
2024
Q1 | $1.57M | Buy |
26,127
+17,661
| +209% | +$1.06M | 0.43% | 49 |
|
|
2023
Q4 | $1.33M | Buy |
8,466
+1,100
| +15% | +$173K | 0.4% | 56 |
|
|
2023
Q3 | $1.18M | Buy |
7,366
+91
| +1% | +$14.6K | 0.42% | 58 |
|
|
2023
Q2 | $1.14M | Sell |
7,275
-23
| -0.3% | -$3.62K | 0.41% | 61 |
|
|
2023
Q1 | $1.08M | Buy |
7,298
+1,156
| +19% | +$170K | 0.41% | 60 |
|
|
2022
Q4 | $871K | Buy |
6,142
+626
| +11% | +$88.8K | 0.37% | 64 |
|
|
2022
Q3 | $715K | Buy |
5,516
+3,057
| +124% | +$396K | 0.32% | 74 |
|
|
2022
Q2 | $299K | Buy |
2,459
+387
| +19% | +$47.1K | 0.13% | 115 |
|
|
2022
Q1 | $309K | Sell |
2,072
-354
| -15% | -$52.8K | 0.15% | 106 |
|
|
2021
Q4 | $351K | Sell |
2,426
-18
| -0.7% | -$2.6K | 0.16% | 98 |
|
|
2021
Q3 | $341K | Buy |
2,444
+189
| +8% | +$26.4K | 0.17% | 94 |
|
|
2021
Q2 | $318K | Buy |
2,255
+3
| +0.1% | +$423 | 0.17% | 97 |
|
|
2021
Q1 | $306K | Sell |
2,252
-15
| -0.7% | -$2.04K | 0.19% | 94 |
|
|
2020
Q4 | $327K | Sell |
2,267
-100
| -4% | -$14.4K | 0.23% | 88 |
|
|
2020
Q3 | $331K | Buy |
2,367
+357
| +18% | +$49.9K | 0.27% | 80 |
|
|
2020
Q2 | $241K | Sell |
2,010
-58
| -3% | -$6.95K | 0.21% | 87 |
|
|
2020
Q1 | $235K | Sell |
2,068
-76
| -4% | -$8.64K | 0.24% | 75 |
|
|
2019
Q4 | $255K | Sell |
2,144
-100
| -4% | -$11.9K | 0.23% | 88 |
|
|
2019
Q3 | $266K | Buy |
2,244
+50
| +2% | +$5.93K | 0.22% | 99 |
|
|
2019
Q2 | $242K | Buy |
2,194
+56
| +3% | +$6.18K | 0.2% | 100 |
|
|
2019
Q1 | $209K | Sell |
2,138
-24
| -1% | -$2.35K | 0.16% | 109 |
|
|
2018
Q4 | $201K | Sell |
2,162
-705
| -25% | -$65.5K | 0.17% | 102 |
|
|
2018
Q3 | $269K | Buy |
2,867
+692
| +32% | +$64.9K | 0.2% | 94 |
|
|
2018
Q2 | $186K | Sell |
2,175
-235
| -10% | -$20.1K | 0.14% | 113 |
|
|
2018
Q1 | $215K | Buy |
+2,410
| New | +$215K | 0.16% | 102 |
|