Avion 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 | $532K | Sell |
5,446
-1,023
| -16% | -$99.9K | 0.12% | 52 |
|
|
2025
Q1 | $584K | Hold |
6,469
| – | – | 0.15% | 46 |
|
|
2024
Q4 | $584K | Buy |
6,469
+1,821
| +39% | +$164K | 0.15% | 46 |
|
|
2024
Q3 | $375K | Buy |
4,648
+1,005
| +28% | +$81.1K | 0.1% | 57 |
|
|
2024
Q2 | $246K | Sell |
3,643
-92
| -2% | -$6.21K | 0.07% | 67 |
|
|
2024
Q1 | $225K | Buy |
3,735
+693
| +23% | +$41.7K | 0.06% | 73 |
|
|
2023
Q4 | $160K | Buy |
3,042
+204
| +7% | +$10.7K | 0.04% | 81 |
|
|
2023
Q3 | $150K | Buy |
2,838
+96
| +4% | +$5.07K | 0.04% | 79 |
|
|
2023
Q2 | $142K | Buy |
2,742
+138
| +5% | +$7.15K | 0.04% | 86 |
|
|
2023
Q1 | $123K | Buy |
2,604
+48
| +2% | +$2.27K | 0.03% | 91 |
|
|
2022
Q4 | $110K | Hold |
2,556
| – | – | 0.03% | 95 |
|
|
2022
Q3 | $111K | Buy |
2,556
+45
| +2% | +$1.95K | 0.03% | 95 |
|
|
2022
Q2 | $102K | Sell |
2,511
-516
| -17% | -$21K | 0.03% | 91 |
|
|
2022
Q1 | $150K | Buy |
3,027
+120
| +4% | +$5.95K | 0.04% | 69 |
|
|
2021
Q4 | $140K | Buy |
2,907
+510
| +21% | +$24.6K | 0.04% | 70 |
|
|
2021
Q3 | $111K | Hold |
2,397
| – | – | 0.03% | 72 |
|
|
2021
Q2 | $113K | Buy |
2,397
+531
| +28% | +$25K | 0.03% | 71 |
|
|
2021
Q1 | $84K | Hold |
1,866
| – | – | 0.03% | 83 |
|
|
2020
Q4 | $90K | Hold |
1,866
| – | – | 0.03% | 80 |
|
|
2020
Q3 | $87K | Hold |
1,866
| – | – | 0.03% | 66 |
|
|
2020
Q2 | $75K | Sell |
1,866
-654
| -26% | -$26.3K | 0.03% | 69 |
|
|
2020
Q1 | $95K | Buy |
+2,520
| New | +$95K | 0.04% | 53 |
|