Aletheian Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Sell |
4,995
-249
| -5% | -$24.3K | 0.24% | 58 |
|
|
2025
Q1 | $460K | Buy |
5,244
+568
| +12% | +$49.9K | 0.26% | 59 |
|
|
2024
Q4 | $422K | Buy |
4,676
+266
| +6% | +$24K | 0.25% | 58 |
|
|
2024
Q3 | $356K | Buy |
4,410
+10
| +0.2% | +$808 | 0.21% | 62 |
|
|
2024
Q2 | $298K | Buy |
4,400
+627
| +17% | +$42.5K | 0.16% | 74 |
|
|
2024
Q1 | $227K | Buy |
+3,773
| New | +$227K | 0.12% | 76 |
|
|
2023
Q1 | – | Sell |
-7,272
| Closed | -$344K | – | 85 |
|
|
2022
Q4 | $344K | Buy |
+7,272
| New | +$344K | 0.3% | 63 |
|