Apriem 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 | $519K | Buy |
5,306
+1,488
| +39% | +$145K | 0.06% | 114 |
|
|
2025
Q1 | $335K | Buy |
3,818
+963
| +34% | +$84.6K | 0.04% | 132 |
|
|
2024
Q4 | $258K | Buy |
2,855
+217
| +8% | +$19.6K | 0.03% | 159 |
|
|
2024
Q3 | $213K | Buy |
+2,638
| New | +$213K | 0.02% | 167 |
|
|
2019
Q1 | – | Sell |
-7,956
| Closed | -$247K | – | 142 |
|
|
2018
Q4 | $247K | Buy |
7,956
+408
| +5% | +$12.7K | 0.09% | 107 |
|
|
2018
Q3 | $236K | Sell |
7,548
-102
| -1% | -$3.19K | 0.05% | 127 |
|
|
2018
Q2 | $218K | Hold |
7,650
| – | – | 0.05% | 123 |
|
|
2018
Q1 | $227K | Buy |
+7,650
| New | +$227K | 0.06% | 115 |
|
|
2017
Q2 | – | Sell |
-3,090
| Closed | -$74K | – | 554 |
|
|
2017
Q1 | $74K | Sell |
3,090
-213,468
| -99% | -$5.11M | 0.02% | 198 |
|
|
2016
Q4 | $4.99M | Sell |
216,558
-969
| -0.4% | -$22.3K | 1.48% | 18 |
|
|
2016
Q3 | $5.23M | Buy |
217,527
+5,811
| +3% | +$140K | 1.56% | 21 |
|
|
2016
Q2 | $5.15M | Buy |
211,716
+5,406
| +3% | +$132K | 1.68% | 18 |
|
|
2016
Q1 | $4.71M | Buy |
206,310
+202,737
| +5,674% | +$4.63M | 1.85% | 17 |
|
|
2015
Q4 | $73K | Hold |
3,573
| – | – | 0.03% | 169 |
|
|
2015
Q3 | $77K | Buy |
3,573
+3
| +0.1% | +$65 | 0.03% | 160 |
|
|
2015
Q2 | $84K | Buy |
3,570
+759
| +27% | +$17.9K | 0.03% | 154 |
|
|
2015
Q1 | $77K | Buy |
2,811
+1,203
| +75% | +$33K | 0.03% | 165 |
|
|
2014
Q4 | $46K | Hold |
1,608
| – | – | 0.02% | 199 |
|
|
2014
Q3 | $41K | Buy |
1,608
+1,308
| +436% | +$33.4K | 0.02% | 228 |
|
|
2014
Q2 | $8K | Sell |
300
-1,299
| -81% | -$34.6K | ﹤0.01% | 361 |
|
|
2014
Q1 | $41K | Buy |
1,599
+3
| +0.2% | +$77 | 0.02% | 236 |
|
|
2013
Q4 | $42K | Hold |
1,596
| – | – | 0.02% | 222 |
|
|
2013
Q3 | $39K | Buy |
1,596
+3
| +0.2% | +$73 | 0.02% | 223 |
|
|
2013
Q2 | $40K | Buy |
+1,593
| New | +$40K | 0.02% | 210 |
|