Aviance Capital Partners’s Walmart WMT Stock Holding History

Aviance Capital Partners’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.81M	Sell	28,773 -765	-3%	-$74.8K	0.37%	68
2025 Q1	$2.59M	Sell	29,538 -335	-1%	-$29.4K	0.36%	66
2024 Q4	$2.7M	Sell	29,873 -3,040	-9%	-$275K	0.37%	64
2024 Q3	$2.66M	Sell	32,913 -19	-0.1%	-$1.53K	0.35%	64
2024 Q2	$2.23M	Sell	32,932 -110	-0.3%	-$7.45K	0.32%	78
2024 Q1	$1.99M	Buy	33,042 +13,788	+72%	+$830K	0.3%	84
2023 Q4	$1.01M	Sell	19,254 -1,926	-9%	-$101K	0.22%	119
2023 Q3	$1.13M	Sell	21,180 -687	-3%	-$36.6K	0.25%	110
2023 Q2	$1.15M	Buy	21,867 +462	+2%	+$24.2K	0.24%	120
2023 Q1	$1.05M	Buy	21,405 +2,523	+13%	+$124K	0.23%	122
2022 Q4	$892K	Buy	18,882 +1,266	+7%	+$59.8K	0.21%	135
2022 Q3	$762K	Sell	17,616 -141	-0.8%	-$6.1K	0.19%	144
2022 Q2	$720K	Buy	17,757 +75	+0.4%	+$3.04K	0.16%	152
2022 Q1	$878K	Sell	17,682 -405	-2%	-$20.1K	0.16%	152
2021 Q4	$872K	Sell	18,087 -372	-2%	-$17.9K	0.15%	150
2021 Q3	$858K	Sell	18,459 -903	-5%	-$42K	0.15%	149
2021 Q2	$910K	Buy	19,362 +765	+4%	+$36K	0.16%	153
2021 Q1	$842K	Sell	18,597 -156	-0.8%	-$7.06K	0.16%	157
2020 Q4	$901K	Sell	18,753 -258	-1%	-$12.4K	0.18%	135
2020 Q3	$887K	Buy	19,011 +1,695	+10%	+$79.1K	0.2%	124
2020 Q2	$691K	Buy	17,316 +120	+0.7%	+$4.79K	0.17%	137
2020 Q1	$651K	Sell	17,196 -162	-0.9%	-$6.13K	0.21%	122
2019 Q4	$688K	Buy	17,358 +3,426	+25%	+$136K	0.18%	137
2019 Q3	$551K	Sell	13,932 -3,360	-19%	-$133K	0.16%	143
2019 Q2	$637K	Sell	17,292 -234	-1%	-$8.62K	0.18%	146
2019 Q1	$570K	Sell	17,526 -948	-5%	-$30.8K	0.16%	142
2018 Q4	$573K	Buy	18,474 +1,608	+10%	+$49.9K	0.2%	132
2018 Q3	$528K	Buy	16,866 +5,943	+54%	+$186K	0.13%	161
2018 Q2	$311K	Buy	10,923 +2,472	+29%	+$70.4K	0.09%	195
2018 Q1	$250K	Sell	8,451 -1,500	-15%	-$44.4K	0.08%	203
2017 Q4	$328K	Buy	+9,951	New	+$328K	0.11%	189