AWA
ARS Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.67M | Sell |
18,937
-348
| -2% | -$49.1K | 0.48% | 38 |
|
|
2021
Q1 | $2.62M | Sell |
19,285
-1,040
| -5% | -$141K | 0.57% | 36 |
|
|
2020
Q4 | $2.93M | Sell |
20,325
-130
| -0.6% | -$18.7K | 0.63% | 30 |
|
|
2020
Q3 | $2.86M | Buy |
20,455
+180
| +0.9% | +$25.2K | 0.79% | 27 |
|
|
2020
Q2 | $2.43M | Sell |
20,275
-7
| -0% | -$839 | 0.76% | 26 |
|
|
2020
Q1 | $2.3M | Sell |
20,282
-1,281
| -6% | -$146K | 0.97% | 20 |
|
|
2019
Q4 | $2.56M | Sell |
21,563
-339
| -2% | -$40.3K | 0.74% | 25 |
|
|
2019
Q3 | $2.6M | Sell |
21,902
-569
| -3% | -$67.5K | 0.83% | 25 |
|
|
2019
Q2 | $2.48M | Buy |
22,471
+627
| +3% | +$69.3K | 0.79% | 25 |
|
|
2019
Q1 | $2.13M | Buy |
21,844
+434
| +2% | +$42.3K | 0.68% | 27 |
|
|
2018
Q4 | $1.99M | Buy |
21,410
+1,951
| +10% | +$182K | 0.73% | 25 |
|
|
2018
Q3 | $1.83M | Buy |
19,459
+3,493
| +22% | +$328K | 0.61% | 28 |
|
|
2018
Q2 | $1.37M | Buy |
15,966
+1,248
| +8% | +$107K | 0.49% | 32 |
|
|
2018
Q1 | $1.31M | Buy |
14,718
+225
| +2% | +$20K | 0.49% | 34 |
|
|
2017
Q4 | $1.43M | Buy |
14,493
+1,659
| +13% | +$164K | 0.53% | 34 |
|
|
2017
Q3 | $1M | Buy |
12,834
+2,585
| +25% | +$202K | 0.39% | 51 |
|
|
2017
Q2 | $776K | Buy |
10,249
+324
| +3% | +$24.5K | 0.31% | 54 |
|
|
2017
Q1 | $715K | Buy |
9,925
+48
| +0.5% | +$3.46K | 0.31% | 52 |
|
|
2016
Q4 | $683K | Buy |
9,877
+6,343
| +179% | +$439K | 0.31% | 44 |
|
|
2016
Q3 | $255K | Buy |
+3,534
| New | +$255K | 0.11% | 79 |
|