AWM
Accurate Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.4M | Buy |
46,337
+6,785
| +17% | +$644K | 0.67% | 24 |
|
|
2025
Q1 | $3.67M | Buy |
39,552
+7,861
| +25% | +$729K | 0.7% | 27 |
|
|
2024
Q4 | $2.95M | Buy |
31,691
+2,036
| +7% | +$189K | 0.57% | 43 |
|
|
2024
Q3 | $2.42M | Buy |
29,655
+784
| +3% | +$64K | 0.49% | 59 |
|
|
2024
Q2 | $2.01M | Sell |
28,871
-1,369
| -5% | -$95.3K | 0.48% | 59 |
|
|
2024
Q1 | $1.8M | Buy |
30,240
+21,856
| +261% | +$1.3M | 0.53% | 58 |
|
|
2023
Q4 | $1.35M | Sell |
8,384
-2,020
| -19% | -$325K | 0.42% | 68 |
|
|
2023
Q3 | $1.68M | Buy |
10,404
+1,159
| +13% | +$187K | 0.53% | 54 |
|
|
2023
Q2 | $1.43M | Buy |
9,245
+539
| +6% | +$83.4K | 0.45% | 57 |
|
|
2023
Q1 | $1.31M | Buy |
8,706
+974
| +13% | +$147K | 0.45% | 60 |
|
|
2022
Q4 | $1.12M | Buy |
7,732
+1,836
| +31% | +$266K | 0.41% | 54 |
|
|
2022
Q3 | $771K | Buy |
5,896
+66
| +1% | +$8.63K | 0.32% | 64 |
|
|
2022
Q2 | $720K | Buy |
5,830
+59
| +1% | +$7.29K | 0.39% | 57 |
|
|
2022
Q1 | $859K | Buy |
5,771
+614
| +12% | +$91.4K | 0.38% | 58 |
|
|
2021
Q4 | $733K | Buy |
5,157
+41
| +0.8% | +$5.83K | 0.6% | 45 |
|
|
2021
Q3 | $712K | Buy |
5,116
+379
| +8% | +$52.7K | 0.62% | 44 |
|
|
2021
Q2 | $668K | Buy |
+4,737
| New | +$668K | 0.59% | 41 |
|