Acorn Financial Advisory Services’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$367K	Sell	2,954 -14	-0.5%	-$1.72K	0.05%	149
2025 Q4	$331K	Sell	2,968 -788	-21%	-$84.6K	0.05%	154
2025 Q3	$387K	Buy	3,756 +196	+6%	+$19.5K	0.06%	133
2025 Q2	$348K	Sell	3,560 -50	-1%	-$4.76K	0.06%	141
2025 Q1	$317K	Sell	3,610 -649	-15%	-$60.9K	0.06%	139
2024 Q4	$385K	Sell	4,259 -30	-0.7%	-$2.6K	0.06%	139
2024 Q3	$346K	Sell	4,289 -104	-2%	-$7.64K	0.06%	147
2024 Q2	$297K	Buy	4,393 +298	+7%	+$18.8K	0.06%	156
2024 Q1	$246K	Sell	4,095 -5,526	-57%	-$316K	0.05%	178
2023 Q4	$505K	Buy	9,621 +48	+0.5%	+$2.54K	0.09%	140
2023 Q3	$510K	Buy	9,573 +528	+6%	+$28.1K	0.09%	130
2023 Q2	$474K	Buy	9,045 +183	+2%	+$9.23K	0.08%	138
2023 Q1	$436K	Buy	8,862 +792	+10%	+$37.6K	0.08%	137
2022 Q4	$382K	Buy	8,070 +15	+0.2%	+$712	0.08%	146
2022 Q3	$348K	Sell	8,055 -54	-0.7%	-$2.37K	0.08%	154
2022 Q2	$328K	Buy	8,109 +186	+2%	+$8.58K	0.08%	160
2022 Q1	$394K	Sell	7,923 -423	-5%	-$19.9K	0.08%	161
2021 Q4	$403K	Buy	8,346 +111	+1%	+$5.3K	0.08%	156
2021 Q3	$382K	Sell	8,235 -2,877	-26%	-$139K	0.12%	153
2021 Q2	$523K	Buy	11,112 +348	+3%	+$16.2K	0.15%	143
2021 Q1	$491K	Buy	10,764 +723	+7%	+$33.5K	0.18%	126
2020 Q4	$484K	Buy	10,041 +30	+0.3%	+$1.46K	0.19%	126
2020 Q3	$467K	Buy	10,011 +450	+5%	+$20K	0.24%	111
2020 Q2	$382K	Buy	9,561 +84	+0.9%	+$3.46K	0.27%	121
2020 Q1	$360K	Buy	9,477 +87	+0.9%	+$3.35K	0.36%	103
2019 Q4	$372K	Buy	+9,390	New	+$373K	0.31%	111