AO
Advisor OS’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Buy |
32,000
+3,855
| +14% | +$377K | 0.31% | 50 |
|
|
2025
Q1 | $2.47M | Sell |
28,145
-3,558
| -11% | -$312K | 0.28% | 55 |
|
|
2024
Q4 | $2.86M | Buy |
31,703
+662
| +2% | +$59.8K | 0.33% | 55 |
|
|
2024
Q3 | $2.51M | Buy |
31,041
+3,778
| +14% | +$305K | 0.25% | 74 |
|
|
2024
Q2 | $1.85M | Sell |
27,263
-19
| -0.1% | -$1.29K | 0.2% | 92 |
|
|
2024
Q1 | $1.64M | Buy |
27,282
+19,547
| +253% | +$1.18M | 0.19% | 96 |
|
|
2023
Q4 | $1.22M | Buy |
7,735
+3,834
| +98% | +$604K | 0.16% | 119 |
|
|
2023
Q3 | $624K | Buy |
3,901
+125
| +3% | +$20K | 0.09% | 176 |
|
|
2023
Q2 | $594K | Sell |
3,776
-14
| -0.4% | -$2.2K | 0.1% | 188 |
|
|
2023
Q1 | $559K | Buy |
3,790
+21
| +0.6% | +$3.1K | 0.13% | 158 |
|
|
2022
Q4 | $534K | Buy |
3,769
+1,191
| +46% | +$169K | 0.14% | 147 |
|
|
2022
Q3 | $335K | Buy |
2,578
+205
| +9% | +$26.6K | 0.1% | 157 |
|
|
2022
Q2 | $288K | Buy |
2,373
+30
| +1% | +$3.64K | 0.08% | 175 |
|
|
2022
Q1 | $348K | Sell |
2,343
-1,195
| -34% | -$177K | 0.1% | 167 |
|
|
2021
Q4 | $512K | Buy |
3,538
+232
| +7% | +$33.6K | 0.1% | 164 |
|
|
2021
Q3 | $461K | Sell |
3,306
-180
| -5% | -$25.1K | 0.1% | 158 |
|
|
2021
Q2 | $492K | Sell |
3,486
-27
| -0.8% | -$3.81K | 0.1% | 143 |
|
|
2021
Q1 | $478K | Buy |
3,513
+79
| +2% | +$10.7K | 0.11% | 122 |
|
|
2020
Q4 | $495K | Buy |
+3,434
| New | +$495K | 0.13% | 86 |
|