Accretive Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
29,731
+155
| +0.5% | +$15.2K | 0.95% | 31 |
|
|
2025
Q1 | $2.91M | Buy |
29,576
+1,195
| +4% | +$118K | 1.03% | 29 |
|
|
2024
Q4 | $2.56M | Sell |
28,381
-730
| -3% | -$66K | 1.09% | 20 |
|
|
2024
Q3 | $2.35M | Sell |
29,111
-789
| -3% | -$63.7K | 0.98% | 31 |
|
|
2024
Q2 | $2.02M | Buy |
29,900
+160
| +0.5% | +$10.8K | 0.85% | 35 |
|
|
2024
Q1 | $1.78M | Sell |
29,740
-134
| -0.4% | -$8.02K | 0.79% | 38 |
|
|
2023
Q4 | $1.57M | Sell |
29,874
-330
| -1% | -$17.3K | 0.75% | 43 |
|
|
2023
Q3 | $1.61M | Buy |
30,204
+42
| +0.1% | +$2.24K | 0.96% | 28 |
|
|
2023
Q2 | $1.58M | Buy |
30,162
+396
| +1% | +$20.7K | 0.94% | 30 |
|
|
2023
Q1 | $1.46M | Buy |
29,766
+288
| +1% | +$14.2K | 0.94% | 31 |
|
|
2022
Q4 | $1.39M | Sell |
29,478
-135
| -0.5% | -$6.38K | 0.96% | 33 |
|
|
2022
Q3 | $1.28M | Buy |
29,613
+480
| +2% | +$20.7K | 0.97% | 33 |
|
|
2022
Q2 | $1.18M | Buy |
29,133
+147
| +0.5% | +$5.96K | 0.86% | 40 |
|
|
2022
Q1 | $1.44M | Buy |
28,986
+744
| +3% | +$36.9K | 0.9% | 34 |
|
|
2021
Q4 | $1.36M | Buy |
28,242
+1,164
| +4% | +$56.1K | 0.87% | 38 |
|
|
2021
Q3 | $1.26M | Buy |
27,078
+1,416
| +6% | +$65.8K | 0.89% | 37 |
|
|
2021
Q2 | $1.21M | Buy |
25,662
+2,661
| +12% | +$125K | 0.87% | 38 |
|
|
2021
Q1 | $1.04M | Buy |
23,001
+1,800
| +8% | +$81.5K | 0.94% | 34 |
|
|
2020
Q4 | $1.02M | Buy |
+21,201
| New | +$1.02M | 1.01% | 26 |
|