Alliance Wealth Advisors (Utah)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,266
| Closed | -$638K | – | 291 |
|
|
2025
Q1 | $638K | Sell |
7,266
-5,057
| -41% | -$444K | 0.17% | 135 |
|
|
2024
Q4 | $1.11M | Sell |
12,323
-492
| -4% | -$44.5K | 0.29% | 89 |
|
|
2024
Q3 | $1.03M | Sell |
12,815
-3,458
| -21% | -$279K | 0.27% | 92 |
|
|
2024
Q2 | $1.1M | Buy |
16,273
+1,173
| +8% | +$79.4K | 0.32% | 79 |
|
|
2024
Q1 | $909K | Buy |
15,100
+1,156
| +8% | +$69.6K | 0.27% | 94 |
|
|
2023
Q4 | $733K | Buy |
13,944
+141
| +1% | +$7.41K | 0.25% | 97 |
|
|
2023
Q3 | $736K | Buy |
13,803
+543
| +4% | +$29K | 0.27% | 86 |
|
|
2023
Q2 | $695K | Buy |
13,260
+831
| +7% | +$43.5K | 0.26% | 94 |
|
|
2023
Q1 | $611K | Buy |
12,429
+447
| +4% | +$22K | 0.25% | 98 |
|
|
2022
Q4 | $566K | Buy |
+11,982
| New | +$566K | 0.25% | 97 |
|