AWM
Activest Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $185K | Sell |
1,893
-508
| -21% | -$49.7K | 0.04% | 102 |
|
|
2025
Q1 | $211K | Buy |
2,401
+767
| +47% | +$67.3K | 0.06% | 91 |
|
|
2024
Q4 | $148K | Buy |
1,634
+24
| +1% | +$2.17K | 0.04% | 96 |
|
|
2024
Q3 | $130K | Sell |
1,610
-109
| -6% | -$8.8K | 0.04% | 104 |
|
|
2024
Q2 | $116K | Buy |
1,719
+332
| +24% | +$22.5K | 0.04% | 118 |
|
|
2024
Q1 | $83.5K | Buy |
1,387
+946
| +215% | +$56.9K | 0.04% | 88 |
|
|
2023
Q4 | $69.6K | Hold |
441
| – | – | 0.04% | 76 |
|
|
2023
Q3 | $70.6K | Hold |
441
| – | – | 0.04% | 74 |
|
|
2023
Q2 | $37.7K | Sell |
441
-6
| -1% | -$514 | 0.03% | 107 |
|
|
2023
Q1 | $65.2K | Buy |
+447
| New | +$65.2K | 0.04% | 74 |
|
|
2022
Q3 | – | Sell |
-73
| Closed | -$9K | – | 622 |
|
|
2022
Q2 | $9K | Sell |
73
-519
| -88% | -$64K | 0.01% | 210 |
|
|
2022
Q1 | $88K | Buy |
592
+455
| +332% | +$67.6K | 0.06% | 71 |
|
|
2021
Q4 | $20K | Sell |
137
-115
| -46% | -$16.8K | 0.01% | 168 |
|
|
2021
Q3 | $35K | Sell |
252
-849
| -77% | -$118K | 0.02% | 131 |
|
|
2021
Q2 | $155K | Sell |
1,101
-132
| -11% | -$18.6K | 0.12% | 58 |
|
|
2021
Q1 | $167K | Buy |
+1,233
| New | +$167K | 0.14% | 54 |
|