AEPWM
Atlantic Edge Private Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Hold |
1,987
| – | – | 0.05% | 131 |
|
|
2025
Q1 | $174K | Hold |
1,987
| – | – | 0.05% | 130 |
|
|
2024
Q4 | $180K | Hold |
1,987
| – | – | 0.06% | 130 |
|
|
2024
Q3 | $160K | Sell |
1,987
-281
| -12% | -$22.7K | 0.05% | 137 |
|
|
2024
Q2 | $154K | Sell |
2,268
-494
| -18% | -$33.5K | 0.05% | 138 |
|
|
2024
Q1 | $166K | Buy |
2,762
+1,843
| +201% | +$111K | 0.06% | 135 |
|
|
2023
Q4 | $145K | Buy |
+919
| New | +$145K | 0.06% | 137 |
|