American Capital Advisory’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
15,145
+180
| +1% | +$17.6K | 0.74% | 30 |
|
|
2025
Q1 | $1.31M | Buy |
14,965
+164
| +1% | +$14.4K | 0.71% | 32 |
|
|
2024
Q4 | $1.34M | Sell |
14,801
-655
| -4% | -$59.2K | 0.74% | 30 |
|
|
2024
Q3 | $1.25M | Buy |
15,456
+10,304
| +200% | +$832K | 0.72% | 34 |
|
|
2024
Q2 | $812K | Buy |
5,152
+1,029
| +25% | +$162K | 0.58% | 38 |
|
|
2024
Q1 | $608K | Sell |
4,123
-11,333
| -73% | -$1.67M | 0.53% | 47 |
|
|
2023
Q4 | $812K | Buy |
+15,456
| New | +$812K | 0.58% | 38 |
|