AWM
Avior Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33M | Sell |
34,079
-4,227
| -11% | -$413K | 0.12% | 138 |
|
|
2025
Q1 | $3.36M | Buy |
38,306
+330
| +0.9% | +$29K | 0.13% | 133 |
|
|
2024
Q4 | $3.43M | Buy |
37,976
+413
| +1% | +$37.3K | 0.13% | 126 |
|
|
2024
Q3 | $3.03M | Sell |
37,563
-262
| -0.7% | -$21.2K | 0.12% | 133 |
|
|
2024
Q2 | $2.56M | Sell |
37,825
-6,041
| -14% | -$409K | 0.11% | 146 |
|
|
2024
Q1 | $2.64M | Buy |
43,866
+33,161
| +310% | +$2M | 0.12% | 136 |
|
|
2023
Q4 | $1.69M | Buy |
10,705
+184
| +2% | +$29K | 0.1% | 146 |
|
|
2023
Q3 | $1.68M | Sell |
10,521
-181
| -2% | -$28.9K | 0.11% | 134 |
|
|
2023
Q2 | $1.68M | Sell |
10,702
-610
| -5% | -$95.9K | 0.11% | 140 |
|
|
2023
Q1 | $1.67M | Buy |
11,312
+3,174
| +39% | +$468K | 0.11% | 140 |
|
|
2022
Q4 | $1.15M | Sell |
8,138
-320
| -4% | -$45.4K | 0.09% | 172 |
|
|
2022
Q3 | $1.1M | Buy |
8,458
+816
| +11% | +$106K | 0.09% | 157 |
|
|
2022
Q2 | $929K | Buy |
7,642
+276
| +4% | +$33.6K | 0.09% | 154 |
|
|
2022
Q1 | $1.1M | Buy |
7,366
+470
| +7% | +$70K | 0.09% | 153 |
|
|
2021
Q4 | $997K | Buy |
6,896
+1,367
| +25% | +$198K | 0.08% | 197 |
|
|
2021
Q3 | $770K | Sell |
5,529
-499
| -8% | -$69.5K | 0.06% | 228 |
|
|
2021
Q2 | $850K | Sell |
6,028
-75
| -1% | -$10.6K | 0.09% | 205 |
|
|
2021
Q1 | $828K | Sell |
6,103
-401
| -6% | -$54.4K | 0.09% | 200 |
|
|
2020
Q4 | $937K | Buy |
6,504
+3,062
| +89% | +$441K | 0.12% | 163 |
|
|
2020
Q3 | $481K | Sell |
3,442
-1,298
| -27% | -$181K | 0.07% | 241 |
|
|
2020
Q2 | $567K | Buy |
4,740
+2,223
| +88% | +$266K | 0.09% | 208 |
|
|
2020
Q1 | $286K | Sell |
2,517
-434
| -15% | -$49.3K | 0.06% | 281 |
|
|
2019
Q4 | $350K | Buy |
2,951
+773
| +35% | +$91.7K | 0.06% | 289 |
|
|
2019
Q3 | $258K | Sell |
2,178
-48
| -2% | -$5.69K | 0.05% | 327 |
|
|
2019
Q2 | $246K | Buy |
2,226
+372
| +20% | +$41.1K | 0.04% | 328 |
|
|
2019
Q1 | $180K | Buy |
1,854
+1
| +0.1% | +$97 | 0.04% | 355 |
|
|
2018
Q4 | $172K | Sell |
1,853
-38
| -2% | -$3.53K | 0.04% | 340 |
|
|
2018
Q3 | $178K | Hold |
1,891
| – | – | 0.04% | 371 |
|
|
2018
Q2 | $162K | Buy |
1,891
+150
| +9% | +$12.9K | 0.04% | 376 |
|
|
2018
Q1 | $155K | Sell |
1,741
-108
| -6% | -$9.62K | 0.04% | 374 |
|
|
2017
Q4 | $183K | Buy |
1,849
+121
| +7% | +$12K | 0.04% | 357 |
|
|
2017
Q3 | $135K | Buy |
1,728
+108
| +7% | +$8.44K | 0.04% | 154 |
|
|
2017
Q2 | $123K | Hold |
1,620
| – | – | 0.05% | 144 |
|
|
2017
Q1 | $117K | Buy |
1,620
+1,056
| +187% | +$76.3K | 0.04% | 176 |
|
|
2016
Q4 | $39K | Sell |
564
-605
| -52% | -$41.8K | 0.01% | 230 |
|
|
2016
Q3 | $84K | Buy |
1,169
+702
| +150% | +$50.4K | 0.03% | 184 |
|
|
2016
Q2 | $34K | Sell |
467
-100
| -18% | -$7.28K | 0.01% | 233 |
|
|
2016
Q1 | $39K | Buy |
567
+62
| +12% | +$4.27K | 0.02% | 228 |
|
|
2015
Q4 | $31K | Sell |
505
-10,037
| -95% | -$616K | 0.02% | 210 |
|
|
2015
Q3 | $686K | Buy |
10,542
+10,137
| +2,503% | +$660K | 0.4% | 84 |
|
|
2015
Q2 | $30K | Hold |
405
| – | – | 0.02% | 175 |
|
|
2015
Q1 | $34K | Buy |
405
+125
| +45% | +$10.5K | 0.03% | 164 |
|
|
2014
Q4 | $24K | Hold |
280
| – | – | 0.02% | 180 |
|
|
2014
Q3 | $21K | Hold |
280
| – | – | 0.02% | 189 |
|
|
2014
Q2 | $21K | Hold |
280
| – | – | 0.02% | 193 |
|
|
2014
Q1 | $21K | Buy |
+280
| New | +$21K | 0.02% | 189 |
|