Accel Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Buy |
6,935
+340
| +5% | +$33.2K | 0.23% | 103 |
|
|
2025
Q1 | $579K | Buy |
6,595
+740
| +13% | +$65K | 0.21% | 111 |
|
|
2024
Q4 | $529K | Sell |
5,855
-278
| -5% | -$25.1K | 0.2% | 123 |
|
|
2024
Q3 | $495K | Buy |
6,133
+199
| +3% | +$16.1K | 0.18% | 129 |
|
|
2024
Q2 | $402K | Buy |
5,934
+1,809
| +44% | +$122K | 0.16% | 136 |
|
|
2024
Q1 | $248K | Buy |
+4,125
| New | +$248K | 0.11% | 182 |
|
|
2023
Q2 | – | Sell |
-2,472
| Closed | -$121K | – | 883 |
|
|
2023
Q1 | $121K | Buy |
2,472
+48
| +2% | +$2.36K | 0.05% | 290 |
|
|
2022
Q4 | $114K | Buy |
2,424
+21
| +0.9% | +$992 | 0.05% | 223 |
|
|
2022
Q3 | $107K | Sell |
2,403
-444
| -16% | -$19.8K | 0.06% | 235 |
|
|
2022
Q2 | $123K | Buy |
2,847
+438
| +18% | +$18.9K | 0.07% | 205 |
|
|
2022
Q1 | $121K | Sell |
2,409
-747
| -24% | -$37.5K | 0.06% | 230 |
|
|
2021
Q4 | $152K | Buy |
3,156
+51
| +2% | +$2.46K | 0.07% | 196 |
|
|
2021
Q3 | $144K | Buy |
3,105
+6
| +0.2% | +$278 | 0.09% | 173 |
|
|
2021
Q2 | $146K | Buy |
3,099
+261
| +9% | +$12.3K | 0.1% | 189 |
|
|
2021
Q1 | $129K | Buy |
2,838
+681
| +32% | +$31K | 0.1% | 182 |
|
|
2020
Q4 | $104K | Buy |
+2,157
| New | +$104K | 0.1% | 202 |
|