AAMA
Advanced Asset Management Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.63M | Sell |
98,441
-36,998
| -27% | -$3.62M | 2.6% | 16 |
|
|
2025
Q1 | $11.9M | Buy |
135,439
+23,200
| +21% | +$2.04M | 3.27% | 6 |
|
|
2024
Q4 | $10.1M | Sell |
112,239
-526
| -0.5% | -$47.5K | 2.66% | 10 |
|
|
2024
Q3 | $7.64M | Hold |
112,765
| – | – | 2.04% | 17 |
|
|
2024
Q2 | $7.64M | Sell |
112,765
-80
| -0.1% | -$5.42K | 2.03% | 17 |
|
|
2024
Q1 | $6.79M | Buy |
112,845
+75,230
| +200% | +$4.53M | 1.68% | 23 |
|
|
2023
Q4 | $5.93M | Sell |
37,615
-35
| -0.1% | -$5.52K | 1.41% | 27 |
|
|
2023
Q3 | $6.02M | Hold |
37,650
| – | – | 1.44% | 26 |
|
|
2023
Q2 | $5.92M | Buy |
37,650
+1
| +0% | +$157 | 1.37% | 28 |
|
|
2023
Q1 | $5.55M | Hold |
37,649
| – | – | 1.35% | 30 |
|
|
2022
Q4 | $5.34M | Hold |
37,649
| – | – | 1.34% | 28 |
|
|
2022
Q3 | $4.88M | Buy |
37,649
+55
| +0.1% | +$7.13K | 1.34% | 29 |
|
|
2022
Q2 | $4.57M | Buy |
37,594
+40
| +0.1% | +$4.86K | 1.17% | 34 |
|
|
2022
Q1 | $5.59M | Sell |
37,554
-680
| -2% | -$101K | 1.23% | 32 |
|
|
2021
Q4 | $5.53M | Hold |
38,234
| – | – | 1.15% | 30 |
|
|
2021
Q3 | $5.33M | Sell |
38,234
-64
| -0.2% | -$8.92K | 1.14% | 29 |
|
|
2021
Q2 | $5.4M | Sell |
38,298
-179
| -0.5% | -$25.2K | 1.14% | 30 |
|
|
2021
Q1 | $5.23M | Sell |
38,477
-50
| -0.1% | -$6.79K | 1.16% | 31 |
|
|
2020
Q4 | $5.55M | Hold |
38,527
| – | – | 1.3% | 24 |
|
|
2020
Q3 | $5.39M | Hold |
38,527
| – | – | 1.43% | 21 |
|
|
2020
Q2 | $4.62M | Buy |
38,527
+6,841
| +22% | +$819K | 1.35% | 26 |
|
|
2020
Q1 | $3.6M | Sell |
31,686
-19
| -0.1% | -$2.16K | 1.25% | 21 |
|
|
2019
Q4 | $3.77M | Sell |
31,705
-120
| -0.4% | -$14.3K | 1.14% | 23 |
|
|
2019
Q3 | $3.78M | Buy |
31,825
+110
| +0.3% | +$13.1K | 1.21% | 20 |
|
|
2019
Q2 | $3.5M | Sell |
31,715
-273
| -0.9% | -$30.2K | 1.21% | 21 |
|
|
2019
Q1 | $3.12M | Sell |
31,988
-660
| -2% | -$64.4K | 1.11% | 22 |
|
|
2018
Q4 | $3.04M | Buy |
32,648
+3,548
| +12% | +$330K | 0.97% | 25 |
|
|
2018
Q3 | $2.73M | Sell |
29,100
-3,237
| -10% | -$304K | 0.99% | 17 |
|
|
2018
Q2 | $2.77M | Buy |
32,337
+6,801
| +27% | +$583K | 0.89% | 19 |
|
|
2018
Q1 | $2.27M | Buy |
25,536
+1
| +0% | +$89 | 0.75% | 27 |
|
|
2017
Q4 | $2.52M | Buy |
+25,535
| New | +$2.52M | 0.83% | 25 |
|