Nvest Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Buy |
58,216
+483
| +0.8% | +$47.2K | 2.96% | 7 |
|
|
2025
Q1 | $5.07M | Sell |
57,733
-2,925
| -5% | -$257K | 2.71% | 8 |
|
|
2024
Q4 | $5.48M | Sell |
60,658
-8,918
| -13% | -$806K | 2.78% | 7 |
|
|
2024
Q3 | $5.62M | Sell |
69,576
-311
| -0.4% | -$25.1K | 3.21% | 7 |
|
|
2024
Q2 | $4.73M | Sell |
69,887
-2,928
| -4% | -$198K | 2.91% | 8 |
|
|
2024
Q1 | $4.38M | Buy |
72,815
+2,456
| +3% | +$148K | 2.92% | 9 |
|
|
2023
Q4 | $3.7M | Sell |
70,359
-1,656
| -2% | -$87K | 2.91% | 9 |
|
|
2023
Q3 | $3.84M | Buy |
72,015
+648
| +0.9% | +$34.5K | 3.59% | 8 |
|
|
2023
Q2 | $3.74M | Buy |
71,367
+5,193
| +8% | +$272K | 3.27% | 8 |
|
|
2023
Q1 | $3.25M | Buy |
66,174
+2,184
| +3% | +$107K | 3.39% | 8 |
|
|
2022
Q4 | $3.02M | Buy |
63,990
+207
| +0.3% | +$9.78K | 3.78% | 8 |
|
|
2022
Q3 | $2.76M | Sell |
63,783
-1,506
| -2% | -$65.1K | 3.9% | 8 |
|
|
2022
Q2 | $2.65M | Buy |
65,289
+240
| +0.4% | +$9.73K | 2.78% | 11 |
|
|
2022
Q1 | $3.23M | Buy |
+65,049
| New | +$3.23M | 2.65% | 9 |
|