AWS
Aspen Wealth Strategies’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
11,145
-4,859
| -30% | -$475K | 0.66% | 24 |
|
|
2025
Q1 | $1.4M | Sell |
16,004
-1,162
| -7% | -$102K | 0.92% | 20 |
|
|
2024
Q4 | $1.55M | Sell |
17,166
-107
| -0.6% | -$9.67K | 0.99% | 17 |
|
|
2024
Q3 | $1.39M | Sell |
17,273
-4,588
| -21% | -$370K | 0.9% | 16 |
|
|
2024
Q2 | $1.55M | Sell |
21,861
-459
| -2% | -$32.6K | 1.08% | 16 |
|
|
2024
Q1 | $1.34M | Buy |
22,320
+14,769
| +196% | +$889K | 0.93% | 18 |
|
|
2023
Q4 | $1.19M | Hold |
7,551
| – | – | 0.87% | 26 |
|
|
2023
Q3 | $1.21M | Sell |
7,551
-12
| -0.2% | -$1.92K | 0.94% | 18 |
|
|
2023
Q2 | $1.19M | Sell |
7,563
-331
| -4% | -$52K | 0.9% | 16 |
|
|
2023
Q1 | $1.16M | Buy |
7,894
+107
| +1% | +$15.8K | 0.9% | 18 |
|
|
2022
Q4 | $1.1M | Buy |
+7,787
| New | +$1.1M | 0.88% | 17 |
|