APWA
Atlas Private Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
7,992
+358
| +5% | +$35K | 0.1% | 98 |
|
|
2025
Q1 | $670K | Buy |
7,634
+744
| +11% | +$65.3K | 0.09% | 95 |
|
|
2024
Q4 | $623K | Buy |
6,890
+72
| +1% | +$6.51K | 0.09% | 96 |
|
|
2024
Q3 | $551K | Buy |
6,818
+10
| +0.1% | +$808 | 0.08% | 96 |
|
|
2024
Q2 | $461K | Buy |
6,808
+2,660
| +64% | +$180K | 0.07% | 98 |
|
|
2024
Q1 | $250K | Buy |
4,148
+1,389
| +50% | +$83.6K | 0.08% | 97 |
|
|
2023
Q4 | $435K | Hold |
2,759
| – | – | 0.08% | 90 |
|
|
2023
Q3 | $441K | Buy |
2,759
+2
| +0.1% | +$320 | 0.08% | 115 |
|
|
2023
Q2 | $433K | Buy |
+2,757
| New | +$433K | 0.09% | 118 |
|
|
2022
Q2 | – | Sell |
-1,501
| Closed | -$223K | – | 146 |
|
|
2022
Q1 | $223K | Sell |
1,501
-77
| -5% | -$11.4K | 0.1% | 124 |
|
|
2021
Q4 | $228K | Buy |
1,578
+131
| +9% | +$18.9K | 0.11% | 133 |
|
|
2021
Q3 | $202K | Sell |
1,447
-30
| -2% | -$4.19K | 0.11% | 128 |
|
|
2021
Q2 | $208K | Sell |
1,477
-7
| -0.5% | -$986 | 0.11% | 111 |
|
|
2021
Q1 | $202K | Buy |
1,484
+14
| +1% | +$1.91K | 0.11% | 109 |
|
|
2020
Q4 | $212K | Buy |
1,470
+77
| +6% | +$11.1K | 0.14% | 102 |
|
|
2020
Q3 | $195K | Buy |
1,393
+362
| +35% | +$50.7K | 0.16% | 102 |
|
|
2020
Q2 | $123K | Buy |
+1,031
| New | +$123K | 0.11% | 132 |
|