Aries 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 | $5.24M | Sell |
53,621
-1,834
| -3% | -$179K | 1.37% | 17 |
|
|
2025
Q1 | $4.87M | Sell |
55,455
-312
| -0.6% | -$27.4K | 1.32% | 18 |
|
|
2024
Q4 | $5.04M | Sell |
55,767
-737
| -1% | -$66.6K | 1.39% | 17 |
|
|
2024
Q3 | $4.56M | Sell |
56,504
-3,338
| -6% | -$270K | 1.25% | 19 |
|
|
2024
Q2 | $4.05M | Sell |
59,842
-13
| -0% | -$880 | 1.28% | 19 |
|
|
2024
Q1 | $3.6M | Sell |
59,855
-961
| -2% | -$57.8K | 1.16% | 21 |
|
|
2023
Q4 | $3.2M | Sell |
60,816
-1,359
| -2% | -$71.4K | 1.14% | 21 |
|
|
2023
Q3 | $3.34M | Buy |
62,175
+1,680
| +3% | +$90.3K | 1.31% | 16 |
|
|
2023
Q2 | $3.17M | Buy |
60,495
+63
| +0.1% | +$3.3K | 1.23% | 19 |
|
|
2023
Q1 | $2.97M | Sell |
60,432
-399
| -0.7% | -$19.6K | 1.22% | 19 |
|
|
2022
Q4 | $2.88M | Buy |
60,831
+1,035
| +2% | +$48.9K | 1.24% | 19 |
|
|
2022
Q3 | $2.84M | Buy |
59,796
+585
| +1% | +$27.8K | 1.26% | 20 |
|
|
2022
Q2 | $2.4M | Buy |
+59,211
| New | +$2.4M | 1.09% | 25 |
|
|
2022
Q1 | – | Sell |
-58,608
| Closed | -$2.83M | – | 231 |
|
|
2021
Q4 | $2.83M | Buy |
58,608
+2,775
| +5% | +$134K | 1.08% | 24 |
|
|
2021
Q3 | $2.59M | Buy |
55,833
+2,604
| +5% | +$121K | 1.1% | 25 |
|
|
2021
Q2 | $2.5M | Buy |
53,229
+612
| +1% | +$28.8K | 1.07% | 24 |
|
|
2021
Q1 | $2.44M | Buy |
52,617
+606
| +1% | +$28.1K | 1.1% | 24 |
|
|
2020
Q4 | $2.54M | Hold |
52,011
| – | – | 1.27% | 15 |
|
|
2020
Q3 | $2.43M | Sell |
52,011
-396
| -0.8% | -$18.5K | 1.38% | 16 |
|
|
2020
Q2 | $2.09M | Buy |
52,407
+636
| +1% | +$25.4K | 1.28% | 18 |
|
|
2020
Q1 | $2.05M | Buy |
51,771
+735
| +1% | +$29.1K | 1.56% | 16 |
|
|
2019
Q4 | $2M | Hold |
51,036
| – | – | 1.22% | 20 |
|
|
2019
Q3 | $2.05M | Sell |
51,036
-270
| -0.5% | -$10.8K | 1.36% | 18 |
|
|
2019
Q2 | $1.92M | Sell |
51,306
-246
| -0.5% | -$9.18K | 1.34% | 19 |
|
|
2019
Q1 | $1.68M | Buy |
51,552
+25,545
| +98% | +$830K | 1.25% | 24 |
|
|
2018
Q4 | $808K | Buy |
26,007
+480
| +2% | +$14.9K | 0.86% | 40 |
|
|
2018
Q3 | $799K | Hold |
25,527
| – | – | 0.72% | 43 |
|
|
2018
Q2 | $759K | Hold |
25,527
| – | – | 0.7% | 47 |
|
|
2018
Q1 | $736K | Buy |
25,527
+1,500
| +6% | +$43.2K | 0.71% | 43 |
|
|
2017
Q4 | $838K | Buy |
+24,027
| New | +$838K | 0.77% | 43 |
|