AWAG
ARS Wealth Advisors Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
160,155
-3,530
| -2% | -$345K | 1.8% | 21 |
|
|
2025
Q1 | $14.4M | Sell |
163,685
-1,349
| -0.8% | -$118K | 2.03% | 21 |
|
|
2024
Q4 | $14.9M | Sell |
165,034
-1,549
| -0.9% | -$140K | 2.05% | 21 |
|
|
2024
Q3 | $13.5M | Sell |
166,583
-1,864
| -1% | -$151K | 1.65% | 24 |
|
|
2024
Q2 | $11.4M | Sell |
168,447
-1,933
| -1% | -$131K | 1.48% | 24 |
|
|
2024
Q1 | $10.3M | Buy |
170,380
+109,947
| +182% | +$6.62M | 1.38% | 24 |
|
|
2023
Q4 | $9.53M | Sell |
60,433
-10,410
| -15% | -$1.64M | 1.41% | 26 |
|
|
2023
Q3 | $11.3M | Buy |
70,843
+460
| +0.7% | +$73.6K | 1.86% | 17 |
|
|
2023
Q2 | $11.1M | Sell |
70,383
-1,435
| -2% | -$226K | 1.76% | 17 |
|
|
2023
Q1 | $10.6M | Sell |
71,818
-4,219
| -6% | -$622K | 1.95% | 16 |
|
|
2022
Q4 | $10.8M | Sell |
76,037
-7,068
| -9% | -$1M | 1.78% | 17 |
|
|
2022
Q3 | $10.8M | Sell |
83,105
-3,628
| -4% | -$471K | 1.65% | 19 |
|
|
2022
Q2 | $10.5M | Buy |
86,733
+68,929
| +387% | +$8.38M | 1.45% | 21 |
|
|
2022
Q1 | $2.65M | Sell |
17,804
-178
| -1% | -$26.5K | 0.46% | 37 |
|
|
2021
Q4 | $2.6M | Buy |
17,982
+305
| +2% | +$44.1K | 0.44% | 39 |
|
|
2021
Q3 | $2.46M | Buy |
+17,677
| New | +$2.46M | 0.45% | 41 |
|