AIA
Arbor Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
2,610
| – | – | 0.03% | 97 |
|
|
2025
Q1 | $229K | Buy |
2,610
+6
| +0.2% | +$527 | 0.03% | 99 |
|
|
2024
Q4 | $235K | Hold |
2,604
| – | – | 0.03% | 96 |
|
|
2024
Q3 | $210K | Buy |
+2,604
| New | +$210K | 0.03% | 111 |
|
|
2022
Q3 | – | Sell |
-3,918
| Closed | -$476K | – | 108 |
|
|
2022
Q2 | $476K | Buy |
3,918
+24
| +0.6% | +$2.92K | 0.1% | 55 |
|
|
2022
Q1 | $580K | Sell |
3,894
-56
| -1% | -$8.34K | 0.11% | 50 |
|
|
2021
Q4 | $572K | Hold |
3,950
| – | – | 0.11% | 54 |
|
|
2021
Q3 | $551K | Hold |
3,950
| – | – | 0.11% | 53 |
|
|
2021
Q2 | $557K | Hold |
3,950
| – | – | 0.12% | 53 |
|
|
2021
Q1 | $537K | Hold |
3,950
| – | – | 0.12% | 53 |
|
|
2020
Q4 | $569K | Hold |
3,950
| – | – | 0.13% | 46 |
|
|
2020
Q3 | $553K | Hold |
3,950
| – | – | 0.14% | 44 |
|
|
2020
Q2 | $473K | Hold |
3,950
| – | – | 0.13% | 46 |
|
|
2020
Q1 | $449K | Hold |
3,950
| – | – | 0.15% | 43 |
|
|
2019
Q4 | $469K | Hold |
3,950
| – | – | 0.13% | 50 |
|
|
2019
Q3 | $469K | Hold |
3,950
| – | – | 0.14% | 49 |
|
|
2019
Q2 | $436K | Hold |
3,950
| – | – | 0.14% | 45 |
|
|
2019
Q1 | $385K | Buy |
+3,950
| New | +$385K | 0.12% | 46 |
|
|
2014
Q3 | – | Sell |
-2,714
| Closed | -$204K | – | 54 |
|
|
2014
Q2 | $204K | Hold |
2,714
| – | – | 0.11% | 52 |
|
|
2014
Q1 | $207K | Buy |
+2,714
| New | +$207K | 0.12% | 51 |
|