AFWM
AMJ Financial Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
56,377
+1,958
| +4% | +$191K | 1.37% | 35 |
|
|
2025
Q1 | $4.78M | Buy |
54,419
+2,704
| +5% | +$237K | 1.41% | 33 |
|
|
2024
Q4 | $4.67M | Sell |
51,715
-142
| -0.3% | -$12.8K | 1.29% | 34 |
|
|
2024
Q3 | $4.19M | Sell |
51,857
-3,304
| -6% | -$267K | 1.2% | 34 |
|
|
2024
Q2 | $3.73M | Buy |
55,161
+1,119
| +2% | +$75.8K | 1.16% | 35 |
|
|
2024
Q1 | $3.25M | Buy |
54,042
+37,059
| +218% | +$2.23M | 1.09% | 33 |
|
|
2023
Q4 | $2.68M | Buy |
+16,983
| New | +$2.68M | 1.13% | 34 |
|
|
2022
Q2 | – | Sell |
-52,719
| Closed | -$7.85M | – | 89 |
|
|
2022
Q1 | $7.85M | Buy |
52,719
+32,347
| +159% | +$4.82M | 3.15% | 10 |
|
|
2021
Q4 | $2.95M | Buy |
20,372
+774
| +4% | +$112K | 1.06% | 30 |
|
|
2021
Q3 | $2.73M | Buy |
19,598
+1,505
| +8% | +$210K | 1.12% | 33 |
|
|
2021
Q2 | $2.55M | Buy |
18,093
+245
| +1% | +$34.5K | 1.11% | 35 |
|
|
2021
Q1 | $2.42M | Sell |
17,848
-19,454
| -52% | -$2.64M | 1.17% | 33 |
|
|
2020
Q4 | $5.38M | Buy |
37,302
+2,106
| +6% | +$304K | 2.75% | 13 |
|
|
2020
Q3 | $4.92M | Sell |
35,196
-2,801
| -7% | -$392K | 2.9% | 12 |
|
|
2020
Q2 | $4.55M | Buy |
37,997
+11,880
| +45% | +$1.42M | 3.1% | 7 |
|
|
2020
Q1 | $2.97M | Sell |
26,117
-9,440
| -27% | -$1.07M | 5.15% | 8 |
|
|
2019
Q4 | $4.23M | Buy |
+35,557
| New | +$4.23M | 2.97% | 8 |
|