Avidian Wealth Enterprises’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
39,131
-1,671
| -4% | -$163K | 0.16% | 87 |
|
|
2025
Q1 | $3.58M | Buy |
40,802
+243
| +0.6% | +$21.3K | 0.16% | 86 |
|
|
2024
Q4 | $3.66M | Buy |
40,559
+1,040
| +3% | +$94K | 0.16% | 86 |
|
|
2024
Q3 | $3.19M | Sell |
39,519
-1,394
| -3% | -$113K | 0.14% | 87 |
|
|
2024
Q2 | $2.77M | Buy |
40,913
+678
| +2% | +$45.9K | 0.12% | 95 |
|
|
2024
Q1 | $2.42M | Buy |
40,235
+1,238
| +3% | +$74.5K | 0.12% | 98 |
|
|
2023
Q4 | $2.05M | Buy |
38,997
+3,675
| +10% | +$193K | 0.13% | 103 |
|
|
2023
Q3 | $1.88M | Sell |
35,322
-13,941
| -28% | -$743K | 0.13% | 100 |
|
|
2023
Q2 | $2.58M | Sell |
49,263
-15,753
| -24% | -$825K | 0.17% | 95 |
|
|
2023
Q1 | $3.2M | Sell |
65,016
-114
| -0.2% | -$5.6K | 0.18% | 109 |
|
|
2022
Q4 | $3.08M | Buy |
65,130
+21,792
| +50% | +$1.03M | 0.2% | 93 |
|
|
2022
Q3 | $1.87M | Sell |
43,338
-1,701
| -4% | -$73.6K | 0.14% | 108 |
|
|
2022
Q2 | $1.83M | Buy |
45,039
+16,272
| +57% | +$659K | 0.13% | 120 |
|
|
2022
Q1 | $1.43M | Buy |
28,767
+540
| +2% | +$26.8K | 0.09% | 143 |
|
|
2021
Q4 | $1.36M | Buy |
28,227
+1,560
| +6% | +$75.2K | 0.08% | 150 |
|
|
2021
Q3 | $1.24M | Buy |
26,667
+1,020
| +4% | +$47.4K | 0.09% | 114 |
|
|
2021
Q2 | $1.21M | Sell |
25,647
-156
| -0.6% | -$7.34K | 0.09% | 116 |
|
|
2021
Q1 | $1.17M | Sell |
25,803
-2,130
| -8% | -$96.4K | 0.1% | 111 |
|
|
2020
Q4 | $1.34M | Buy |
27,933
+3,942
| +16% | +$189K | 0.13% | 95 |
|
|
2020
Q3 | $1.12M | Buy |
23,991
+1,422
| +6% | +$66.3K | 0.13% | 98 |
|
|
2020
Q2 | $901K | Buy |
22,569
+3,609
| +19% | +$144K | 0.12% | 97 |
|
|
2020
Q1 | $718K | Buy |
18,960
+13,254
| +232% | +$502K | 0.12% | 87 |
|
|
2019
Q4 | $226K | Buy |
5,706
+234
| +4% | +$9.27K | 0.03% | 210 |
|
|
2019
Q3 | $216K | Buy |
+5,472
| New | +$216K | 0.04% | 177 |
|