Aspiriant LLC’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
13,431
-28
| -0.2% | -$2.74K | 0.04% | 130 |
|
|
2025
Q1 | $1.18M | Sell |
13,459
-2,950
| -18% | -$259K | 0.04% | 132 |
|
|
2024
Q4 | $1.48M | Buy |
16,409
+1,959
| +14% | +$177K | 0.05% | 119 |
|
|
2024
Q3 | $1.17M | Sell |
14,450
-773
| -5% | -$62.4K | 0.04% | 135 |
|
|
2024
Q2 | $1.03M | Sell |
15,223
-1,984
| -12% | -$134K | 0.04% | 135 |
|
|
2024
Q1 | $1.04M | Buy |
17,207
+1,796
| +12% | +$108K | 0.04% | 146 |
|
|
2023
Q4 | $810K | Sell |
15,411
-315
| -2% | -$16.6K | 0.04% | 157 |
|
|
2023
Q3 | $838K | Buy |
15,726
+1,761
| +13% | +$93.9K | 0.04% | 148 |
|
|
2023
Q2 | $732K | Sell |
13,965
-300
| -2% | -$15.7K | 0.04% | 158 |
|
|
2023
Q1 | $701K | Buy |
14,265
+195
| +1% | +$9.58K | 0.04% | 151 |
|
|
2022
Q4 | $665K | Sell |
14,070
-105
| -0.7% | -$4.96K | 0.03% | 157 |
|
|
2022
Q3 | $613K | Buy |
14,175
+2,139
| +18% | +$92.5K | 0.03% | 155 |
|
|
2022
Q2 | $485K | Sell |
12,036
-264
| -2% | -$10.6K | 0.02% | 167 |
|
|
2022
Q1 | $612K | Sell |
12,300
-1,089
| -8% | -$54.2K | 0.03% | 161 |
|
|
2021
Q4 | $647K | Buy |
13,389
+1,344
| +11% | +$64.9K | 0.03% | 163 |
|
|
2021
Q3 | $561K | Sell |
12,045
-990
| -8% | -$46.1K | 0.03% | 152 |
|
|
2021
Q2 | $614K | Buy |
13,035
+711
| +6% | +$33.5K | 0.03% | 146 |
|
|
2021
Q1 | $558K | Buy |
12,324
+1,563
| +15% | +$70.8K | 0.04% | 141 |
|
|
2020
Q4 | $517K | Buy |
10,761
+252
| +2% | +$12.1K | 0.04% | 144 |
|
|
2020
Q3 | $491K | Sell |
10,509
-438
| -4% | -$20.5K | 0.04% | 152 |
|
|
2020
Q2 | $439K | Buy |
10,947
+48
| +0.4% | +$1.93K | 0.04% | 138 |
|
|
2020
Q1 | $411K | Sell |
10,899
-198
| -2% | -$7.47K | 0.04% | 134 |
|
|
2019
Q4 | $441K | Buy |
11,097
+156
| +1% | +$6.2K | 0.04% | 146 |
|
|
2019
Q3 | $433K | Sell |
10,941
-783
| -7% | -$31K | 0.04% | 156 |
|
|
2019
Q2 | $431K | Sell |
11,724
-225
| -2% | -$8.27K | 0.04% | 159 |
|
|
2019
Q1 | $389K | Sell |
11,949
-891
| -7% | -$29K | 0.03% | 160 |
|
|
2018
Q4 | $398K | Buy |
12,840
+1,725
| +16% | +$53.5K | 0.03% | 160 |
|
|
2018
Q3 | $347K | Sell |
11,115
-3,234
| -23% | -$101K | 0.03% | 183 |
|
|
2018
Q2 | $410K | Buy |
14,349
+3,267
| +29% | +$93.3K | 0.04% | 178 |
|
|
2018
Q1 | $329K | Buy |
+11,082
| New | +$329K | 0.03% | 185 |
|
|
2017
Q4 | – | Sell |
-7,824
| Closed | -$204K | – | 190 |
|
|
2017
Q3 | $204K | Buy |
+7,824
| New | +$204K | 0.02% | 196 |
|
|
2017
Q2 | – | Sell |
-8,973
| Closed | -$215K | – | 231 |
|
|
2017
Q1 | $215K | Buy |
+8,973
| New | +$215K | 0.02% | 198 |
|
|
2015
Q4 | – | Sell |
-9,336
| Closed | -$221K | – | 105 |
|
|
2015
Q3 | $221K | Buy |
9,336
+75
| +0.8% | +$1.78K | 0.02% | 100 |
|
|
2015
Q2 | $219K | Buy |
+9,261
| New | +$219K | 0.02% | 107 |
|