Avaii Wealth Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Sell
2,949
-41
-1% -$4.01K 0.13% 102
2025
Q1
$262K Buy
2,990
+28
+0.9% +$2.46K 0.14% 99
2024
Q4
$268K Sell
2,962
-601
-17% -$54.3K 0.13% 108
2024
Q3
$288K Sell
3,563
-2,167
-38% -$175K 0.15% 100
2024
Q2
$388K Sell
5,730
-25
-0.4% -$1.69K 0.22% 85
2024
Q1
$346K Sell
5,755
-17
-0.3% -$1.02K 0.2% 92
2023
Q4
$303K Buy
5,772
+48
+0.8% +$2.52K 0.2% 108
2023
Q3
$305K Buy
5,724
+189
+3% +$10.1K 0.23% 91
2023
Q2
$290K Buy
5,535
+351
+7% +$18.4K 0.22% 101
2023
Q1
$255K Buy
5,184
+681
+15% +$33.5K 0.22% 107
2022
Q4
$213K Buy
+4,503
New +$213K 0.19% 118
2022
Q2
Sell
-4,140
Closed -$205K 125
2022
Q1
$205K Buy
+4,140
New +$205K 0.19% 101