AWM
Avondale Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
11,900
+750
| +7% | +$73.3K | 0.65% | 23 |
|
|
2025
Q1 | $979K | Hold |
11,150
| – | – | 0.62% | 27 |
|
|
2024
Q4 | $1.01M | Buy |
11,150
+450
| +4% | +$40.7K | 0.65% | 24 |
|
|
2024
Q3 | $864K | Hold |
10,700
| – | – | 0.56% | 24 |
|
|
2024
Q2 | $724K | Hold |
10,700
| – | – | 0.5% | 24 |
|
|
2024
Q1 | $644K | Buy |
10,700
+7,200
| +206% | +$433K | 0.45% | 23 |
|
|
2023
Q4 | $552K | Buy |
3,500
+450
| +15% | +$70.9K | 0.44% | 24 |
|
|
2023
Q3 | $488K | Sell |
3,050
-900
| -23% | -$144K | 0.43% | 26 |
|
|
2023
Q2 | $621K | Sell |
3,950
-150
| -4% | -$23.6K | 0.52% | 24 |
|
|
2023
Q1 | $605K | Hold |
4,100
| – | – | 0.52% | 23 |
|
|
2022
Q4 | $581K | Hold |
4,100
| – | – | 0.5% | 18 |
|
|
2022
Q3 | $532K | Sell |
4,100
-750
| -15% | -$97.3K | 0.58% | 20 |
|
|
2022
Q2 | $590K | Buy |
4,850
+4,500
| +1,286% | +$547K | 0.68% | 16 |
|
|
2022
Q1 | $52K | Sell |
350
-3,650
| -91% | -$542K | 0.06% | 65 |
|
|
2021
Q4 | $579K | Buy |
4,000
+1,470
| +58% | +$213K | 0.59% | 20 |
|
|
2021
Q3 | $353K | Hold |
2,530
| – | – | 0.34% | 32 |
|
|
2021
Q2 | $357K | Buy |
+2,530
| New | +$357K | 0.33% | 35 |
|