Arax Advisory Partners’s Walmart WMT Stock Holding History

Arax Advisory Partners’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.76M	Buy	22,535 +4,060	+22%	+$498K	0.13%	126
2025 Q1	$1.62M	Sell	18,475 -10,315	-36%	-$906K	0.1%	127
2024 Q4	$2.6M	Buy	28,790 +18,009	+167%	+$1.63M	0.16%	94
2024 Q3	$871K	Buy	10,781 +3,475	+48%	+$281K	0.08%	130
2024 Q2	$495K	Buy	7,306 +2,948	+68%	+$200K	0.05%	197
2024 Q1	$262K	Buy	4,358 +20	+0.5%	+$1.2K	0.03%	262
2023 Q4	$228K	Hold	4,338	–	–	0.03%	274
2023 Q3	$231K	Sell	4,338 -9	-0.2%	-$480	0.03%	236
2023 Q2	$228K	Buy	4,347 +36	+0.8%	+$1.89K	0.03%	224
2023 Q1	$212K	Buy	4,311 +18	+0.4%	+$884	0.03%	231
2022 Q4	$203K	Buy	4,293 +126	+3%	+$5.96K	0.03%	222
2022 Q3	$180K	Sell	4,167 -1,983	-32%	-$85.7K	0.03%	223
2022 Q2	$249K	Sell	6,150 -261	-4%	-$10.6K	0.04%	190
2022 Q1	$318K	Sell	6,411 -72	-1%	-$3.57K	0.04%	176
2021 Q4	$313K	Buy	6,483 +1,080	+20%	+$52.1K	0.04%	186
2021 Q3	$251K	Buy	5,403 +42	+0.8%	+$1.95K	0.03%	212
2021 Q2	$252K	Buy	+5,361	New	+$252K	0.03%	210
2020 Q4	$257K	Hold	5,355	–	–	0.04%	173
2020 Q3	$250K	Sell	5,355 -822	-13%	-$38.4K	0.04%	146
2020 Q2	$247K	Sell	6,177 -246	-4%	-$9.84K	0.04%	145
2020 Q1	$243K	Sell	6,423 -54	-0.8%	-$2.04K	0.06%	118
2019 Q4	$257K	Hold	6,477	–	–	0.07%	126
2019 Q3	$256K	Buy	6,477 +120	+2%	+$4.74K	0.08%	120
2019 Q2	$234K	Buy	+6,357	New	+$234K	0.08%	122
2018 Q4	$129K	Buy	4,140 +552	+15%	+$17.2K	0.05%	156
2018 Q3	$112K	Sell	3,588 -4,362	-55%	-$136K	0.05%	183
2018 Q2	$227K	Buy	7,950 +96	+1%	+$2.74K	0.1%	90
2018 Q1	$232K	Buy	7,854 +6	+0.1%	+$177	0.12%	69
2017 Q4	$258K	Buy	7,848 +330	+4%	+$10.8K	0.11%	76
2017 Q3	$195K	Sell	7,518 -1,050	-12%	-$27.2K	0.09%	94
2017 Q2	$215K	Buy	8,568 +2,271	+36%	+$57K	0.1%	85
2017 Q1	$151K	Buy	6,297 +2,703	+75%	+$64.8K	0.07%	95
2016 Q4	$83K	Buy	+3,594	New	+$83K	0.04%	127