AWM
Arista Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.08M | Buy |
21,275
+12,115
| +132% | +$1.18M | 0.29% | 47 |
|
|
2025
Q1 | $804K | Buy |
9,160
+1,773
| +24% | +$156K | 0.19% | 29 |
|
|
2024
Q4 | $667K | Buy |
7,387
+277
| +4% | +$25K | 0.16% | 35 |
|
|
2024
Q3 | $574K | Buy |
7,110
+2
| +0% | +$162 | 0.14% | 39 |
|
|
2024
Q2 | $481K | Buy |
+7,108
| New | +$481K | 0.13% | 40 |
|
|
2024
Q1 | – | Sell |
-2,082
| Closed | -$328K | – | 54 |
|
|
2023
Q4 | $328K | Hold |
2,082
| – | – | 0.12% | 39 |
|
|
2023
Q3 | $333K | Sell |
2,082
-1,942
| -48% | -$311K | 0.13% | 38 |
|
|
2023
Q2 | $633K | Sell |
4,024
-4
| -0.1% | -$629 | 0.26% | 30 |
|
|
2023
Q1 | $594K | Sell |
4,028
-122
| -3% | -$18K | 0.32% | 32 |
|
|
2022
Q4 | $588K | Buy |
+4,150
| New | +$588K | 0.37% | 31 |
|