AWA
Aaron Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.6M | Buy |
67,479
+1,235
| +2% | +$121K | 0.67% | 25 |
|
|
2025
Q1 | $5.82M | Buy |
66,244
+841
| +1% | +$73.8K | 0.67% | 23 |
|
|
2024
Q4 | $5.91M | Buy |
65,403
+2,379
| +4% | +$215K | 0.69% | 23 |
|
|
2024
Q3 | $5.09M | Buy |
63,024
+4,844
| +8% | +$391K | 0.61% | 23 |
|
|
2024
Q2 | $3.94M | Buy |
58,180
+2,985
| +5% | +$202K | 0.55% | 28 |
|
|
2024
Q1 | $3.32M | Buy |
55,195
+38,658
| +234% | +$2.33M | 0.48% | 32 |
|
|
2023
Q4 | $2.61M | Sell |
16,537
-15,098
| -48% | -$2.38M | 0.43% | 31 |
|
|
2023
Q3 | $5.06M | Buy |
31,635
+75
| +0.2% | +$12K | 0.65% | 24 |
|
|
2023
Q2 | $4.96M | Buy |
31,560
+237
| +0.8% | +$37.3K | 0.65% | 32 |
|
|
2023
Q1 | $4.62M | Sell |
31,323
-291
| -0.9% | -$42.9K | 0.64% | 35 |
|
|
2022
Q4 | $4.48M | Buy |
31,614
+4,859
| +18% | +$689K | 0.65% | 34 |
|
|
2022
Q3 | $3.47M | Buy |
26,755
+7,648
| +40% | +$992K | 0.64% | 37 |
|
|
2022
Q2 | $2.32M | Sell |
19,107
-3,205,159
| -99% | -$390M | 0.58% | 35 |
|
|
2022
Q1 | $21.7M | Buy |
3,224,266
+3,202,747
| +14,883% | +$21.5M | 0.3% | 39 |
|
|
2021
Q4 | $3.11M | Buy |
21,519
+14,265
| +197% | +$2.06M | 0.87% | 28 |
|
|
2021
Q3 | $1.01M | Sell |
7,254
-61
| -0.8% | -$8.5K | 0.29% | 47 |
|
|
2021
Q2 | $1.03M | Buy |
7,315
+65
| +0.9% | +$9.16K | 0.34% | 49 |
|
|
2021
Q1 | $984K | Buy |
7,250
+3,682
| +103% | +$500K | 0.36% | 49 |
|
|
2020
Q4 | $514K | Buy |
+3,568
| New | +$514K | 0.19% | 76 |
|