AWM
Affinity Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $823K | Hold |
8,416
| – | – | 0.13% | 49 |
|
|
2025
Q1 | $739K | Hold |
8,416
| – | – | 0.14% | 48 |
|
|
2024
Q4 | $760K | Sell |
8,416
-819
| -9% | -$74K | 0.13% | 52 |
|
|
2024
Q3 | $746K | Sell |
9,235
-54
| -0.6% | -$4.36K | 0.13% | 51 |
|
|
2024
Q2 | $629K | Sell |
9,289
-462
| -5% | -$31.3K | 0.11% | 51 |
|
|
2024
Q1 | $587K | Buy |
9,751
+6,391
| +190% | +$385K | 0.11% | 55 |
|
|
2023
Q4 | $530K | Hold |
3,360
| – | – | 0.11% | 57 |
|
|
2023
Q3 | $537K | Sell |
3,360
-500
| -13% | -$80K | 0.12% | 58 |
|
|
2023
Q2 | $607K | Buy |
3,860
+164
| +4% | +$25.8K | 0.14% | 59 |
|
|
2023
Q1 | $545K | Sell |
3,696
-7
| -0.2% | -$1.03K | 0.13% | 62 |
|
|
2022
Q4 | $525K | Hold |
3,703
| – | – | 0.12% | 54 |
|
|
2022
Q3 | $480K | Sell |
3,703
-151
| -4% | -$19.6K | 0.12% | 57 |
|
|
2022
Q2 | $481K | Sell |
3,854
-79
| -2% | -$9.86K | 0.11% | 59 |
|
|
2022
Q1 | $620K | Buy |
3,933
+23
| +0.6% | +$3.63K | 0.13% | 56 |
|
|
2021
Q4 | $560K | Sell |
3,910
-3,155
| -45% | -$452K | 0.12% | 63 |
|
|
2021
Q3 | $955K | Buy |
7,065
+898
| +15% | +$121K | 0.19% | 59 |
|
|
2021
Q2 | $871K | Sell |
6,167
-550
| -8% | -$77.7K | 0.17% | 60 |
|
|
2021
Q1 | $945K | Buy |
6,717
+44
| +0.7% | +$6.19K | 0.19% | 55 |
|
|
2020
Q4 | $957K | Buy |
6,673
+435
| +7% | +$62.4K | 0.2% | 56 |
|
|
2020
Q3 | $879K | Buy |
6,238
+734
| +13% | +$103K | 0.24% | 52 |
|
|
2020
Q2 | $712K | Sell |
5,504
-286
| -5% | -$37K | 0.9% | 32 |
|
|
2020
Q1 | $712K | Sell |
5,790
-794
| -12% | -$97.6K | 0.43% | 32 |
|
|
2019
Q4 | $782K | Buy |
6,584
+59
| +0.9% | +$7.01K | 0.29% | 55 |
|
|
2019
Q3 | $774K | Buy |
6,525
+2,536
| +64% | +$301K | 0.31% | 51 |
|
|
2019
Q2 | $441K | Buy |
3,989
+787
| +25% | +$87K | 0.17% | 63 |
|
|
2019
Q1 | $312K | Buy |
3,202
+453
| +16% | +$44.1K | 0.12% | 81 |
|
|
2018
Q4 | $256K | Buy |
+2,749
| New | +$256K | 0.16% | 82 |
|
|
2017
Q3 | $212K | Buy |
+2,714
| New | +$212K | 0.13% | 66 |
|