AWA
Amplius Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
6,066
+2,393
| +65% | +$234K | 0.06% | 107 |
|
|
2025
Q1 | $322K | Sell |
3,673
-1,503
| -29% | -$132K | 0.03% | 131 |
|
|
2024
Q4 | $468K | Sell |
5,176
-435
| -8% | -$39.3K | 0.05% | 113 |
|
|
2024
Q3 | $453K | Sell |
5,611
-50
| -0.9% | -$4.04K | 0.05% | 105 |
|
|
2024
Q2 | $383K | Buy |
5,661
+195
| +4% | +$13.2K | 0.04% | 110 |
|
|
2024
Q1 | $329K | Buy |
5,466
+3,584
| +190% | +$216K | 0.04% | 120 |
|
|
2023
Q4 | $297K | Buy |
1,882
+11
| +0.6% | +$1.73K | 0.04% | 125 |
|
|
2023
Q3 | $299K | Sell |
1,871
-51
| -3% | -$8.16K | 0.04% | 121 |
|
|
2023
Q2 | $302K | Sell |
1,922
-35
| -2% | -$5.5K | 0.04% | 125 |
|
|
2023
Q1 | $289K | Buy |
1,957
+84
| +4% | +$12.4K | 0.04% | 127 |
|
|
2022
Q4 | $266K | Buy |
1,873
+7
| +0.4% | +$993 | 0.04% | 127 |
|
|
2022
Q3 | $242K | Buy |
1,866
+21
| +1% | +$2.72K | 0.04% | 131 |
|
|
2022
Q2 | $224K | Sell |
1,845
-415
| -18% | -$50.4K | 0.04% | 147 |
|
|
2022
Q1 | $336K | Buy |
2,260
+460
| +26% | +$68.4K | 0.05% | 126 |
|
|
2021
Q4 | $260K | Buy |
+1,800
| New | +$260K | 0.04% | 167 |
|