Retirement Planning Company of New England’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.16M Sell
2025
Q2
$1.12M Sell
2025
Q1
$1.01M Buy
2024
Q4
$951K Sell
2024
Q3
$852K Sell
2024
Q2
$717K Sell
2024
Q1
$657K Sell
2023
Q4
$630K Buy
2023
Q3
$608K Sell
2023
Q2
$603K Sell
2023
Q1
$618K Buy
2022
Q4
$584K Sell
2022
Q3
$536K Buy
2022
Q2
$491K Sell
2022
Q1
$642K Buy
2021
Q4
$620K Buy