AWM
Axxcess Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Sell |
260,959
-28,008
| -10% | -$2.74M | 0.6% | 34 |
|
|
2025
Q1 | $25.4M | Buy |
288,967
+14,721
| +5% | +$1.29M | 0.67% | 30 |
|
|
2024
Q4 | $24.8M | Buy |
274,246
+3,799
| +1% | +$343K | 0.59% | 34 |
|
|
2024
Q3 | $21.8M | Buy |
270,447
+6,536
| +2% | +$528K | 0.54% | 39 |
|
|
2024
Q2 | $17.9M | Buy |
263,911
+43,642
| +20% | +$2.96M | 0.47% | 43 |
|
|
2024
Q1 | $13.3M | Buy |
220,269
+136,683
| +164% | -$1.83M | 0.36% | 53 |
|
|
2023
Q4 | $13.2M | Buy |
83,586
+20,705
| +33% | +$3.26M | 0.38% | 53 |
|
|
2023
Q3 | $10.1M | Buy |
62,881
+31,296
| +99% | +$5.01M | 0.34% | 63 |
|
|
2023
Q2 | $4.96M | Buy |
31,585
+10,924
| +53% | +$1.72M | 0.36% | 68 |
|
|
2023
Q1 | $3.05M | Buy |
20,661
+1,644
| +9% | +$242K | 0.23% | 91 |
|
|
2022
Q4 | $2.7M | Buy |
19,017
+3,724
| +24% | +$528K | 0.22% | 99 |
|
|
2022
Q3 | $1.98M | Buy |
15,293
+3,355
| +28% | +$435K | 0.19% | 104 |
|
|
2022
Q2 | $1.45M | Buy |
11,938
+102
| +0.9% | +$12.4K | 0.13% | 142 |
|
|
2022
Q1 | $1.76M | Sell |
11,836
-523
| -4% | -$77.9K | 0.14% | 128 |
|
|
2021
Q4 | $1.79M | Buy |
+12,359
| New | +$1.79M | 0.13% | 133 |
|