AWA
Acorn Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394K | Buy |
4,025
+353
| +10% | +$34.5K | 0.15% | 137 |
|
|
2025
Q1 | $322K | Sell |
3,672
-52
| -1% | -$4.57K | 0.13% | 153 |
|
|
2024
Q4 | $336K | Sell |
3,724
-2
| -0.1% | -$181 | 0.14% | 147 |
|
|
2024
Q3 | $301K | Buy |
3,726
+462
| +14% | +$37.3K | 0.13% | 169 |
|
|
2024
Q2 | $221K | Buy |
+3,264
| New | +$221K | 0.11% | 186 |
|
|
2023
Q4 | – | Sell |
-1,281
| Closed | -$205K | – | 197 |
|
|
2023
Q3 | $205K | Sell |
1,281
-12
| -0.9% | -$1.92K | 0.14% | 173 |
|
|
2023
Q2 | $203K | Buy |
+1,293
| New | +$203K | 0.14% | 167 |
|
|
2021
Q1 | – | Sell |
-1,435
| Closed | -$207K | – | 166 |
|
|
2020
Q4 | $207K | Sell |
1,435
-44
| -3% | -$6.35K | 0.16% | 141 |
|
|
2020
Q3 | $207K | Buy |
+1,479
| New | +$207K | 0.18% | 122 |
|
|
2018
Q3 | – | Sell |
-898
| Closed | -$75K | – | 450 |
|
|
2018
Q2 | $75K | Buy |
898
+120
| +15% | +$10K | 0.06% | 208 |
|
|
2018
Q1 | $69K | Buy |
778
+119
| +18% | +$10.6K | 0.06% | 215 |
|
|
2017
Q4 | $66K | Buy |
+659
| New | +$66K | 0.06% | 221 |
|