Retirement Planning Company of New England’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
11,452
-4
| -0% | -$391 | 0.5% | 55 |
|
|
2025
Q1 | $1.01M | Buy |
11,456
+931
| +9% | +$81.7K | 0.5% | 54 |
|
|
2024
Q4 | $951K | Sell |
10,525
-22
| -0.2% | -$1.99K | 0.46% | 58 |
|
|
2024
Q3 | $852K | Sell |
10,547
-41
| -0.4% | -$3.31K | 0.42% | 69 |
|
|
2024
Q2 | $717K | Sell |
10,588
-338
| -3% | -$22.9K | 0.39% | 75 |
|
|
2024
Q1 | $657K | Sell |
10,926
-1,065
| -9% | -$64.1K | 0.36% | 89 |
|
|
2023
Q4 | $630K | Buy |
11,991
+588
| +5% | +$30.9K | 0.28% | 105 |
|
|
2023
Q3 | $608K | Sell |
11,403
-105
| -0.9% | -$5.6K | 0.34% | 93 |
|
|
2023
Q2 | $603K | Sell |
11,508
-1,068
| -8% | -$56K | 0.35% | 92 |
|
|
2023
Q1 | $618K | Buy |
12,576
+219
| +2% | +$10.8K | 0.38% | 91 |
|
|
2022
Q4 | $584K | Sell |
12,357
-42
| -0.3% | -$1.99K | 0.38% | 90 |
|
|
2022
Q3 | $536K | Buy |
12,399
+282
| +2% | +$12.2K | 0.39% | 85 |
|
|
2022
Q2 | $491K | Sell |
12,117
-834
| -6% | -$33.8K | 0.33% | 101 |
|
|
2022
Q1 | $642K | Buy |
12,951
+81
| +0.6% | +$4.02K | 0.36% | 87 |
|
|
2021
Q4 | $620K | Buy |
+12,870
| New | +$620K | 0.3% | 90 |
|