AWA
Arkadios Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
199,539
+26,455
| +15% | +$2.59M | 0.58% | 26 |
|
|
2025
Q1 | $15.2M | Sell |
173,084
-30,438
| -15% | -$2.67M | 0.57% | 31 |
|
|
2024
Q4 | $18.4M | Buy |
203,522
+9,336
| +5% | +$844K | 1% | 17 |
|
|
2024
Q3 | $15.7M | Buy |
194,186
+6,022
| +3% | +$486K | 0.89% | 18 |
|
|
2024
Q2 | $12.7M | Buy |
188,164
+19,648
| +12% | +$1.33M | 0.86% | 20 |
|
|
2024
Q1 | $10.1M | Buy |
168,516
+114,076
| +210% | +$6.86M | 0.79% | 24 |
|
|
2023
Q4 | $8.58M | Sell |
54,440
-1,014
| -2% | -$160K | 0.73% | 24 |
|
|
2023
Q3 | $8.87M | Buy |
55,454
+11,855
| +27% | +$1.9M | 0.84% | 19 |
|
|
2023
Q2 | $6.85M | Buy |
43,599
+2,109
| +5% | +$331K | 0.8% | 27 |
|
|
2023
Q1 | $6.12M | Sell |
41,490
-170
| -0.4% | -$25.1K | 0.73% | 29 |
|
|
2022
Q4 | $5.91M | Buy |
41,660
+4,042
| +11% | +$573K | 0.78% | 26 |
|
|
2022
Q3 | $4.88M | Buy |
37,618
+3,528
| +10% | +$458K | 0.74% | 28 |
|
|
2022
Q2 | $4.15M | Buy |
34,090
+2,151
| +7% | +$262K | 0.62% | 34 |
|
|
2022
Q1 | $4.76M | Buy |
31,939
+4,350
| +16% | +$648K | 0.62% | 34 |
|
|
2021
Q4 | $3.99M | Buy |
27,589
+1,129
| +4% | +$163K | 0.53% | 38 |
|
|
2021
Q3 | $3.69M | Buy |
26,460
+942
| +4% | +$131K | 0.53% | 38 |
|
|
2021
Q2 | $3.6M | Buy |
25,518
+5,852
| +30% | +$825K | 0.44% | 54 |
|
|
2021
Q1 | $2.67M | Buy |
19,666
+6,654
| +51% | +$904K | 0.44% | 56 |
|
|
2020
Q4 | $1.88M | Buy |
13,012
+3,172
| +32% | +$457K | 0.39% | 69 |
|
|
2020
Q3 | $1.42M | Sell |
9,840
-110
| -1% | -$15.9K | 0.71% | 29 |
|
|
2020
Q2 | $1.31M | Buy |
9,950
+743
| +8% | +$98.1K | 0.73% | 28 |
|
|
2020
Q1 | $1.05M | Sell |
9,207
-140
| -1% | -$15.9K | 0.67% | 29 |
|
|
2019
Q4 | $1.1M | Buy |
+9,347
| New | +$1.1M | 0.66% | 35 |
|