APSI
Asset Planning Services Inc’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.67M | Sell |
98,860
-270
| -0.3% | -$26.4K | 4.44% | 4 |
|
|
2025
Q1 | $8.7M | Sell |
99,130
-574
| -0.6% | -$50.4K | 4.42% | 4 |
|
|
2024
Q4 | $9.01M | Buy |
99,704
+154
| +0.2% | +$13.9K | 4.39% | 5 |
|
|
2024
Q3 | $8.04M | Buy |
99,550
+555
| +0.6% | +$44.8K | 3.97% | 6 |
|
|
2024
Q2 | $6.7M | Buy |
98,995
+150
| +0.2% | +$10.2K | 3.54% | 8 |
|
|
2024
Q1 | $5.95M | Buy |
98,845
+65,805
| +199% | +$3.96M | 3.32% | 11 |
|
|
2023
Q4 | $5.21M | Sell |
33,040
-250
| -0.8% | -$39.4K | 3.17% | 16 |
|
|
2023
Q3 | $5.32M | Buy |
33,290
+815
| +3% | +$130K | 3.5% | 13 |
|
|
2023
Q2 | $5.1M | Sell |
32,475
-480
| -1% | -$75.4K | 3.14% | 17 |
|
|
2023
Q1 | $4.86M | Buy |
32,955
+435
| +1% | +$64.1K | 3.08% | 19 |
|
|
2022
Q4 | $4.61M | Sell |
32,520
-20
| -0.1% | -$2.84K | 2.92% | 19 |
|
|
2022
Q3 | $4.22M | Sell |
32,540
-100
| -0.3% | -$13K | 2.96% | 20 |
|
|
2022
Q2 | $3.97M | Buy |
32,640
+1,450
| +5% | +$176K | 2.6% | 23 |
|
|
2022
Q1 | $4.65M | Buy |
31,190
+1,125
| +4% | +$168K | 2.66% | 22 |
|
|
2021
Q4 | $4.35M | Sell |
30,065
-1,000
| -3% | -$145K | 2.34% | 23 |
|
|
2021
Q3 | $4.33M | Buy |
31,065
+425
| +1% | +$59.2K | 2.56% | 23 |
|
|
2021
Q2 | $4.32M | Buy |
30,640
+2,180
| +8% | +$307K | 2.5% | 25 |
|
|
2021
Q1 | $3.87M | Buy |
28,460
+1,400
| +5% | +$190K | 2.34% | 26 |
|
|
2020
Q4 | $3.9M | Buy |
27,060
+575
| +2% | +$82.9K | 2.5% | 24 |
|
|
2020
Q3 | $3.71M | Buy |
26,485
+2,775
| +12% | +$388K | 2.54% | 24 |
|
|
2020
Q2 | $2.84M | Buy |
+23,710
| New | +$2.84M | 2.05% | 25 |
|