Nova R Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
21,940
+76
| +0.3% | +$7.43K | 1% | 23 |
|
|
2025
Q1 | $1.92M | Buy |
21,864
+288
| +1% | +$25.3K | 0.95% | 22 |
|
|
2024
Q4 | $1.95M | Buy |
21,576
+4
| +0% | +$361 | 0.98% | 22 |
|
|
2024
Q3 | $1.74M | Buy |
21,572
+5,992
| +38% | +$484K | 0.86% | 25 |
|
|
2024
Q2 | $1.05M | Buy |
15,580
+10
| +0.1% | +$677 | 0.54% | 38 |
|
|
2024
Q1 | $937K | Buy |
15,570
+6
| +0% | +$361 | 0.49% | 40 |
|
|
2023
Q4 | $818K | Buy |
15,564
+300
| +2% | +$15.8K | 0.52% | 37 |
|
|
2023
Q3 | $814K | Hold |
15,264
| – | – | 0.56% | 35 |
|
|
2023
Q2 | $800K | Hold |
15,264
| – | – | 0.54% | 34 |
|
|
2023
Q1 | $750K | Sell |
15,264
-450
| -3% | -$22.1K | 0.51% | 34 |
|
|
2022
Q4 | $743K | Hold |
15,714
| – | – | 0.54% | 35 |
|
|
2022
Q3 | $679K | Hold |
15,714
| – | – | 0.55% | 36 |
|
|
2022
Q2 | $637K | Sell |
15,714
-597
| -4% | -$24.2K | 0.52% | 36 |
|
|
2022
Q1 | $810K | Hold |
16,311
| – | – | 0.69% | 27 |
|
|
2021
Q4 | $787K | Buy |
+16,311
| New | +$787K | 0.64% | 30 |
|