CCA
Checchi Capital Advisers’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.84M | Buy |
59,695
+1,301
| +2% | +$127K | 0.33% | 63 |
|
|
2025
Q1 | $5.13M | Buy |
58,394
+2,642
| +5% | +$232K | 0.27% | 65 |
|
|
2024
Q4 | $5.04M | Buy |
55,752
+667
| +1% | +$60.3K | 0.29% | 65 |
|
|
2024
Q3 | $4.45M | Sell |
55,085
-1,145
| -2% | -$92.5K | 0.25% | 68 |
|
|
2024
Q2 | $3.81M | Sell |
56,230
-882
| -2% | -$59.7K | 0.19% | 71 |
|
|
2024
Q1 | $3.44M | Buy |
57,112
+38,289
| +203% | +$2.3M | 0.27% | 80 |
|
|
2023
Q4 | $2.97M | Sell |
18,823
-339
| -2% | -$53.4K | 0.24% | 91 |
|
|
2023
Q3 | $3.06M | Buy |
19,162
+456
| +2% | +$72.9K | 0.28% | 79 |
|
|
2023
Q2 | $2.94M | Sell |
18,706
-46
| -0.2% | -$7.23K | 0.26% | 81 |
|
|
2023
Q1 | $2.77M | Buy |
18,752
+381
| +2% | +$56.2K | 0.27% | 79 |
|
|
2022
Q4 | $2.6M | Buy |
18,371
+1,367
| +8% | +$194K | 0.27% | 80 |
|
|
2022
Q3 | $2.21M | Buy |
17,004
+385
| +2% | +$49.9K | 0.21% | 92 |
|
|
2022
Q2 | $2.2M | Sell |
16,619
-1,729
| -9% | -$228K | 0.19% | 91 |
|
|
2022
Q1 | $2.73M | Buy |
18,348
+1,098
| +6% | +$163K | 0.23% | 69 |
|
|
2021
Q4 | $2.5M | Sell |
17,250
-162
| -0.9% | -$23.4K | 0.22% | 71 |
|
|
2021
Q3 | $2.43M | Buy |
17,412
+294
| +2% | +$41K | 0.24% | 70 |
|
|
2021
Q2 | $2.41M | Sell |
17,118
-482
| -3% | -$68K | 0.24% | 74 |
|
|
2021
Q1 | $2.39M | Sell |
17,600
-760
| -4% | -$103K | 0.24% | 72 |
|
|
2020
Q4 | $2.65M | Buy |
18,360
+167
| +0.9% | +$24.1K | 0.27% | 58 |
|
|
2020
Q3 | $2.55M | Buy |
18,193
+4
| +0% | +$560 | 0.28% | 52 |
|
|
2020
Q2 | $2.18M | Sell |
18,189
-307
| -2% | -$36.8K | 0.26% | 54 |
|
|
2020
Q1 | $2.1M | Buy |
18,496
+1,121
| +6% | +$127K | 0.2% | 46 |
|
|
2019
Q4 | $2.07M | Buy |
17,375
+609
| +4% | +$72.4K | 0.28% | 58 |
|
|
2019
Q3 | $1.99M | Sell |
16,766
-201
| -1% | -$23.9K | 0.26% | 56 |
|
|
2019
Q2 | $1.88M | Buy |
16,967
+43
| +0.3% | +$4.75K | 0.24% | 62 |
|
|
2019
Q1 | $1.65M | Sell |
16,924
-778
| -4% | -$75.9K | 0.19% | 66 |
|
|
2018
Q4 | $1.65M | Sell |
17,702
-10,293
| -37% | -$959K | 0.21% | 59 |
|
|
2018
Q3 | $2.63M | Buy |
27,995
+3,424
| +14% | +$322K | 0.3% | 44 |
|
|
2018
Q2 | $2.1M | Buy |
24,571
+737
| +3% | +$63.1K | 0.26% | 47 |
|
|
2018
Q1 | $2.12M | Sell |
23,834
-624
| -3% | -$55.5K | 0.28% | 46 |
|
|
2017
Q4 | $2.42M | Sell |
24,458
-1,053
| -4% | -$104K | 0.32% | 39 |
|
|
2017
Q3 | $1.99M | Buy |
25,511
+333
| +1% | +$26K | 0.2% | 43 |
|
|
2017
Q2 | $1.91M | Sell |
25,178
-597
| -2% | -$45.2K | 0.21% | 43 |
|
|
2017
Q1 | $1.86M | Sell |
25,775
-3,906
| -13% | -$282K | 0.21% | 50 |
|
|
2016
Q4 | $2.05M | Buy |
29,681
+1,556
| +6% | +$108K | 0.28% | 42 |
|
|
2016
Q3 | $2.03M | Buy |
28,125
+3,689
| +15% | +$266K | 0.23% | 38 |
|
|
2016
Q2 | $1.78M | Sell |
24,436
-187
| -0.8% | -$13.7K | 0.2% | 41 |
|
|
2016
Q1 | $1.69M | Buy |
24,623
+2,201
| +10% | +$151K | 0.37% | 46 |
|
|
2015
Q4 | $1.37M | Sell |
22,422
-4,657
| -17% | -$285K | 0.35% | 51 |
|
|
2015
Q3 | $1.76M | Buy |
27,079
+334
| +1% | +$21.7K | 0.48% | 36 |
|
|
2015
Q2 | $1.9M | Sell |
26,745
-917
| -3% | -$65K | 0.5% | 37 |
|
|
2015
Q1 | $2.28M | Sell |
27,662
-1,325
| -5% | -$109K | 0.67% | 26 |
|
|
2014
Q4 | $2.49M | Buy |
28,987
+1,727
| +6% | +$148K | 0.93% | 20 |
|
|
2014
Q3 | $2.09M | Buy |
27,260
+3,621
| +15% | +$277K | 0.86% | 24 |
|
|
2014
Q2 | $1.78M | Buy |
23,639
+720
| +3% | +$54.1K | 0.81% | 25 |
|
|
2014
Q1 | $1.75M | Buy |
22,919
+10,203
| +80% | +$780K | 1.07% | 23 |
|
|
2013
Q4 | $1M | Buy |
+12,716
| New | +$1M | 0.78% | 25 |
|