Aprio Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
16,695
+1,862
| +13% | +$182K | 0.18% | 78 |
|
|
2025
Q1 | $1.3M | Buy |
14,833
+672
| +5% | +$59K | 0.16% | 85 |
|
|
2024
Q4 | $1.28M | Buy |
14,161
+900
| +7% | +$81.3K | 0.19% | 72 |
|
|
2024
Q3 | $1.07M | Buy |
13,261
+1,197
| +10% | +$96.7K | 0.17% | 75 |
|
|
2024
Q2 | $817K | Buy |
12,064
+3,060
| +34% | +$207K | 0.15% | 84 |
|
|
2024
Q1 | $542K | Buy |
9,004
+2,587
| +40% | +$156K | 0.11% | 98 |
|
|
2023
Q4 | $337K | Sell |
6,417
-687
| -10% | -$36.1K | 0.08% | 120 |
|
|
2023
Q3 | $379K | Buy |
7,104
+2,256
| +47% | +$120K | 0.1% | 97 |
|
|
2023
Q2 | $254K | Buy |
+4,848
| New | +$254K | 0.07% | 125 |
|
|
2023
Q1 | – | Sell |
-5,526
| Closed | -$261K | – | 145 |
|
|
2022
Q4 | $261K | Buy |
+5,526
| New | +$261K | 0.09% | 96 |
|
|
2022
Q2 | – | Sell |
-5,061
| Closed | -$251K | – | 107 |
|
|
2022
Q1 | $251K | Buy |
+5,061
| New | +$251K | 0.1% | 80 |
|
|
2021
Q4 | – | Sell |
-4,476
| Closed | -$208K | – | 82 |
|
|
2021
Q3 | $208K | Hold |
4,476
| – | – | 0.09% | 71 |
|
|
2021
Q2 | $210K | Buy |
+4,476
| New | +$210K | 0.1% | 64 |
|
|
2020
Q4 | $244K | Sell |
5,076
-1,950
| -28% | -$93.7K | 0.16% | 44 |
|
|
2020
Q3 | $328K | Buy |
7,026
+96
| +1% | +$4.48K | 0.23% | 45 |
|
|
2020
Q2 | $277K | Hold |
6,930
| – | – | 0.27% | 49 |
|
|
2020
Q1 | $262K | Buy |
+6,930
| New | +$262K | 0.33% | 45 |
|