Acorn Financial Advisory Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $348K | Sell |
3,560
-50
| -1% | -$4.89K | 0.06% | 141 |
|
|
2025
Q1 | $317K | Sell |
3,610
-649
| -15% | -$57K | 0.06% | 139 |
|
|
2024
Q4 | $385K | Sell |
4,259
-30
| -0.7% | -$2.71K | 0.06% | 139 |
|
|
2024
Q3 | $346K | Sell |
4,289
-104
| -2% | -$8.4K | 0.06% | 147 |
|
|
2024
Q2 | $297K | Buy |
4,393
+298
| +7% | +$20.2K | 0.06% | 156 |
|
|
2024
Q1 | $246K | Sell |
4,095
-5,526
| -57% | -$332K | 0.05% | 178 |
|
|
2023
Q4 | $505K | Buy |
9,621
+48
| +0.5% | +$2.52K | 0.09% | 140 |
|
|
2023
Q3 | $510K | Buy |
9,573
+528
| +6% | +$28.2K | 0.09% | 130 |
|
|
2023
Q2 | $474K | Buy |
9,045
+183
| +2% | +$9.59K | 0.08% | 138 |
|
|
2023
Q1 | $436K | Buy |
8,862
+792
| +10% | +$38.9K | 0.08% | 137 |
|
|
2022
Q4 | $382K | Buy |
8,070
+15
| +0.2% | +$709 | 0.08% | 146 |
|
|
2022
Q3 | $348K | Sell |
8,055
-54
| -0.7% | -$2.33K | 0.08% | 154 |
|
|
2022
Q2 | $328K | Buy |
8,109
+186
| +2% | +$7.52K | 0.08% | 160 |
|
|
2022
Q1 | $394K | Sell |
7,923
-423
| -5% | -$21K | 0.08% | 161 |
|
|
2021
Q4 | $403K | Buy |
8,346
+111
| +1% | +$5.36K | 0.08% | 156 |
|
|
2021
Q3 | $382K | Sell |
8,235
-2,877
| -26% | -$133K | 0.12% | 153 |
|
|
2021
Q2 | $523K | Buy |
11,112
+348
| +3% | +$16.4K | 0.15% | 143 |
|
|
2021
Q1 | $491K | Buy |
10,764
+723
| +7% | +$33K | 0.18% | 126 |
|
|
2020
Q4 | $484K | Buy |
10,041
+30
| +0.3% | +$1.45K | 0.19% | 126 |
|
|
2020
Q3 | $467K | Buy |
10,011
+450
| +5% | +$21K | 0.24% | 111 |
|
|
2020
Q2 | $382K | Buy |
9,561
+84
| +0.9% | +$3.36K | 0.27% | 121 |
|
|
2020
Q1 | $360K | Buy |
9,477
+87
| +0.9% | +$3.31K | 0.36% | 103 |
|
|
2019
Q4 | $372K | Buy |
+9,390
| New | +$372K | 0.31% | 111 |
|