AIM
Avity Investment Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Sell |
4,508
-100
| -2% | -$9.78K | 0.03% | 85 |
|
|
2025
Q1 | $405K | Sell |
4,608
-1,960
| -30% | -$172K | 0.03% | 81 |
|
|
2024
Q4 | $593K | Sell |
6,568
-325
| -5% | -$29.4K | 0.05% | 68 |
|
|
2024
Q3 | $557K | Sell |
6,893
-925
| -12% | -$74.7K | 0.04% | 70 |
|
|
2024
Q2 | $529K | Hold |
7,818
| – | – | 0.04% | 66 |
|
|
2024
Q1 | $470K | Buy |
7,818
+5,212
| +200% | +$314K | 0.04% | 72 |
|
|
2023
Q4 | $411K | Buy |
+2,606
| New | +$411K | 0.04% | 77 |
|
|
2021
Q2 | – | Sell |
-1,506
| Closed | -$205K | – | 87 |
|
|
2021
Q1 | $205K | Hold |
1,506
| – | – | 0.02% | 79 |
|
|
2020
Q4 | $217K | Sell |
1,506
-17
| -1% | -$2.45K | 0.02% | 77 |
|
|
2020
Q3 | $213K | Buy |
+1,523
| New | +$213K | 0.02% | 69 |
|