Aurora Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,413
| Closed | -$212K | – | 173 |
|
|
2025
Q1 | $212K | Sell |
2,413
-772
| -24% | -$67.8K | 0.17% | 140 |
|
|
2024
Q4 | $288K | Sell |
3,185
-7
| -0.2% | -$633 | 0.22% | 114 |
|
|
2024
Q3 | $258K | Sell |
3,192
-327
| -9% | -$26.4K | 0.2% | 122 |
|
|
2024
Q2 | $238K | Sell |
3,519
-1,056
| -23% | -$71.4K | 0.21% | 128 |
|
|
2024
Q1 | $275K | Buy |
+4,575
| New | +$275K | 0.24% | 110 |
|
|
2022
Q3 | – | Sell |
-6,303
| Closed | -$255K | – | 189 |
|
|
2022
Q2 | $255K | Sell |
6,303
-525
| -8% | -$21.2K | 0.11% | 131 |
|
|
2022
Q1 | $339K | Sell |
6,828
-438
| -6% | -$21.7K | 0.14% | 123 |
|
|
2021
Q4 | $350K | Sell |
7,266
-480
| -6% | -$23.1K | 0.15% | 118 |
|
|
2021
Q3 | $360K | Buy |
+7,746
| New | +$360K | 0.15% | 134 |
|
|
2021
Q2 | – | Sell |
-7,416
| Closed | -$336K | – | 235 |
|
|
2021
Q1 | $336K | Buy |
7,416
+570
| +8% | +$25.8K | 0.14% | 140 |
|
|
2020
Q4 | $329K | Sell |
6,846
-27
| -0.4% | -$1.3K | 0.14% | 145 |
|
|
2020
Q3 | $321K | Buy |
6,873
+1,620
| +31% | +$75.7K | 0.14% | 135 |
|
|
2020
Q2 | $210K | Sell |
5,253
-4,512
| -46% | -$180K | 0.1% | 157 |
|
|
2020
Q1 | $370K | Buy |
9,765
+3,624
| +59% | +$137K | 0.13% | 150 |
|
|
2019
Q4 | $243K | Buy |
+6,141
| New | +$243K | 0.09% | 166 |
|