AWA
Alta Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
14,834
-16
| -0.1% | -$1.56K | 0.68% | 33 |
|
|
2025
Q1 | $1.3M | Buy |
14,850
+290
| +2% | +$25.5K | 0.6% | 42 |
|
|
2024
Q4 | $1.32M | Sell |
14,560
-42
| -0.3% | -$3.8K | 0.58% | 40 |
|
|
2024
Q3 | $1.18M | Buy |
14,602
+1,339
| +10% | +$108K | 0.54% | 46 |
|
|
2024
Q2 | $898K | Sell |
13,263
-3
| -0% | -$203 | 0.45% | 52 |
|
|
2024
Q1 | $798K | Buy |
13,266
+8,853
| +201% | +$533K | 0.41% | 58 |
|
|
2023
Q4 | $696K | Sell |
4,413
-1,041
| -19% | -$164K | 0.39% | 66 |
|
|
2023
Q3 | $872K | Buy |
5,454
+3,753
| +221% | +$600K | 0.53% | 54 |
|
|
2023
Q2 | $267K | Buy |
1,701
+2
| +0.1% | +$314 | 0.16% | 121 |
|
|
2023
Q1 | $250K | Buy |
1,699
+1
| +0.1% | +$147 | 0.16% | 127 |
|
|
2022
Q4 | $241K | Sell |
1,698
-28
| -2% | -$3.97K | 0.16% | 132 |
|
|
2022
Q3 | $224K | Buy |
1,726
+3
| +0.2% | +$389 | 0.16% | 126 |
|
|
2022
Q2 | $208K | Sell |
1,723
-409
| -19% | -$49.4K | 0.14% | 130 |
|
|
2022
Q1 | $317K | Buy |
2,132
+121
| +6% | +$18K | 0.19% | 125 |
|
|
2021
Q4 | $291K | Buy |
+2,011
| New | +$291K | 0.18% | 127 |
|