AAS
Avantax Advisory Services’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70M | Buy |
715,450
+7,659
| +1% | +$749K | 0.38% | 36 |
|
|
2025
Q1 | $62.1M | Buy |
707,791
+19,872
| +3% | +$1.74M | 0.38% | 37 |
|
|
2024
Q4 | $62.1M | Buy |
687,919
+48,088
| +8% | +$4.34M | 0.39% | 36 |
|
|
2024
Q3 | $51.7M | Buy |
639,831
+27,494
| +4% | +$2.22M | 0.34% | 39 |
|
|
2024
Q2 | $41.5M | Buy |
612,337
+136,057
| +29% | +$9.21M | 0.3% | 44 |
|
|
2024
Q1 | $28.7M | Buy |
476,280
+337,845
| +244% | +$20.3M | 0.25% | 56 |
|
|
2023
Q4 | $21.8M | Buy |
138,435
+2,550
| +2% | +$402K | 0.22% | 70 |
|
|
2023
Q3 | $21.7M | Buy |
135,885
+2,277
| +2% | +$364K | 0.24% | 57 |
|
|
2023
Q2 | $21M | Buy |
133,608
+5,349
| +4% | +$841K | 0.24% | 68 |
|
|
2023
Q1 | $18.9M | Buy |
128,259
+14,349
| +13% | +$2.12M | 0.23% | 72 |
|
|
2022
Q4 | $16.2M | Sell |
113,910
-121
| -0.1% | -$17.2K | 0.22% | 77 |
|
|
2022
Q3 | $14.8M | Buy |
114,031
+441
| +0.4% | +$57.2K | 0.23% | 69 |
|
|
2022
Q2 | $13.8M | Buy |
113,590
+8,718
| +8% | +$1.06M | 0.21% | 78 |
|
|
2022
Q1 | $15.6M | Buy |
104,872
+6,546
| +7% | +$975K | 0.21% | 72 |
|
|
2021
Q4 | $14.2M | Buy |
98,326
+6,271
| +7% | +$907K | 0.21% | 77 |
|
|
2021
Q3 | $12.8M | Buy |
92,055
+9,237
| +11% | +$1.29M | 0.21% | 72 |
|
|
2021
Q2 | $11.7M | Buy |
82,818
+5,318
| +7% | +$750K | 0.21% | 79 |
|
|
2021
Q1 | $10.5M | Buy |
77,500
+6,072
| +9% | +$825K | 0.23% | 79 |
|
|
2020
Q4 | $10.3M | Sell |
71,428
-54,898
| -43% | -$7.91M | 0.24% | 65 |
|
|
2020
Q3 | $17.7M | Buy |
126,326
+67,038
| +113% | +$9.37M | 0.28% | 63 |
|
|
2020
Q2 | $7.11M | Buy |
59,288
+624
| +1% | +$74.8K | 0.2% | 81 |
|
|
2020
Q1 | $6.66M | Sell |
58,664
-5,087
| -8% | -$577K | 0.2% | 82 |
|
|
2019
Q4 | $7.58M | Buy |
63,751
+11,332
| +22% | +$1.35M | 0.18% | 81 |
|
|
2019
Q3 | $6.22M | Buy |
52,419
+10,029
| +24% | +$1.19M | 0.25% | 50 |
|
|
2019
Q2 | $4.68M | Buy |
42,390
+3,642
| +9% | +$402K | 0.21% | 61 |
|
|
2019
Q1 | $3.78M | Buy |
38,748
+5,953
| +18% | +$581K | 0.2% | 64 |
|
|
2018
Q4 | $3.07M | Buy |
+32,795
| New | +$3.07M | 0.52% | 46 |
|