ACA
Affinity Capital Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
5,066
+301
| +6% | +$29.4K | 0.09% | 99 |
|
|
2025
Q1 | $442K | Sell |
4,765
-422
| -8% | -$39.2K | 0.09% | 96 |
|
|
2024
Q4 | $471K | Buy |
5,187
+452
| +10% | +$41K | 0.09% | 97 |
|
|
2024
Q3 | $382K | Sell |
4,735
-96
| -2% | -$7.75K | 0.07% | 109 |
|
|
2024
Q2 | $327K | Sell |
4,831
-78
| -2% | -$5.28K | 0.07% | 113 |
|
|
2024
Q1 | $295K | Buy |
4,909
+3,363
| +218% | +$202K | 0.07% | 121 |
|
|
2023
Q4 | $244K | Buy |
1,546
+33
| +2% | +$5.2K | 0.06% | 121 |
|
|
2023
Q3 | $242K | Buy |
1,513
+91
| +6% | +$14.6K | 0.07% | 112 |
|
|
2023
Q2 | $223K | Buy |
+1,422
| New | +$223K | 0.06% | 121 |
|
|
2022
Q2 | – | Sell |
-1,449
| Closed | -$216K | – | 119 |
|
|
2022
Q1 | $216K | Sell |
1,449
-94
| -6% | -$14K | 0.07% | 109 |
|
|
2021
Q4 | $223K | Sell |
1,543
-31
| -2% | -$4.48K | 0.07% | 116 |
|
|
2021
Q3 | $219K | Sell |
1,574
-99
| -6% | -$13.8K | 0.07% | 110 |
|
|
2021
Q2 | $236K | Sell |
1,673
-3
| -0.2% | -$423 | 0.08% | 112 |
|
|
2021
Q1 | $228K | Buy |
1,676
+1
| +0.1% | +$136 | 0.08% | 110 |
|
|
2020
Q4 | $242K | Buy |
1,675
+64
| +4% | +$9.25K | 0.1% | 97 |
|
|
2020
Q3 | $225K | Buy |
+1,611
| New | +$225K | 0.13% | 98 |
|
|
2020
Q2 | – | Sell |
-1,570
| Closed | -$207K | – | 100 |
|
|
2020
Q1 | $207K | Sell |
1,570
-595
| -27% | -$78.4K | 0.15% | 92 |
|
|
2019
Q4 | $257K | Buy |
+2,165
| New | +$257K | 0.17% | 95 |
|