AC
Apella Capital’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
17,183
+945
| +6% | +$93.9K | 0.05% | 176 |
|
|
2025
Q1 | $1.45M | Buy |
16,238
+8,106
| +100% | +$726K | 0.05% | 159 |
|
|
2024
Q4 | $735K | Buy |
8,132
+584
| +8% | +$52.8K | 0.03% | 191 |
|
|
2024
Q3 | $607K | Buy |
7,548
+358
| +5% | +$28.8K | 0.03% | 200 |
|
|
2024
Q2 | $503K | Buy |
7,190
+447
| +7% | +$31.2K | 0.02% | 203 |
|
|
2024
Q1 | $403K | Buy |
6,743
+3,763
| +126% | +$225K | 0.02% | 211 |
|
|
2023
Q4 | $470K | Sell |
2,980
-86
| -3% | -$13.6K | 0.03% | 189 |
|
|
2023
Q3 | $490K | Buy |
3,066
+46
| +2% | +$7.36K | 0.03% | 172 |
|
|
2023
Q2 | $475K | Buy |
+3,020
| New | +$475K | 0.03% | 175 |
|
|
2022
Q4 | $397K | Buy |
2,801
+484
| +21% | +$68.6K | 0.04% | 169 |
|
|
2022
Q3 | $301K | Sell |
2,317
-177
| -7% | -$23K | 0.04% | 174 |
|
|
2022
Q2 | $303K | Buy |
+2,494
| New | +$303K | 0.04% | 177 |
|
|
2021
Q2 | – | Sell |
-2,857
| Closed | -$388K | – | 211 |
|
|
2021
Q1 | $388K | Sell |
2,857
-800
| -22% | -$109K | 0.12% | 92 |
|
|
2020
Q4 | $527K | Buy |
3,657
+2,000
| +121% | +$288K | 0.18% | 81 |
|
|
2020
Q3 | $232K | Buy |
+1,657
| New | +$232K | 0.09% | 111 |
|