PWMAG
Pinnacle Wealth Management Advisory Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
125,634
-1,053
| -0.8% | -$103K | 1.02% | 28 |
|
|
2025
Q1 | $11.1M | Sell |
126,687
-2,163
| -2% | -$190K | 1.04% | 27 |
|
|
2024
Q4 | $11.6M | Sell |
128,850
-1,733
| -1% | -$157K | 1.09% | 26 |
|
|
2024
Q3 | $10.5M | Sell |
130,583
-1,704
| -1% | -$138K | 1.01% | 26 |
|
|
2024
Q2 | $8.96M | Sell |
132,287
-982
| -0.7% | -$66.5K | 0.92% | 28 |
|
|
2024
Q1 | $8.02M | Buy |
133,269
+88,364
| +197% | +$5.32M | 0.86% | 30 |
|
|
2023
Q4 | $7.08M | Sell |
44,905
-331
| -0.7% | -$52.2K | 0.83% | 29 |
|
|
2023
Q3 | $7.23M | Buy |
45,236
+357
| +0.8% | +$57.1K | 0.94% | 28 |
|
|
2023
Q2 | $7.05M | Sell |
44,879
-1,276
| -3% | -$201K | 0.88% | 28 |
|
|
2023
Q1 | $6.81M | Buy |
46,155
+1,590
| +4% | +$234K | 0.92% | 25 |
|
|
2022
Q4 | $6.32M | Sell |
44,565
-815
| -2% | -$116K | 0.95% | 24 |
|
|
2022
Q3 | $5.89M | Buy |
45,380
+1,167
| +3% | +$151K | 0.98% | 25 |
|
|
2022
Q2 | $5.38M | Buy |
44,213
+1,790
| +4% | +$218K | 0.87% | 26 |
|
|
2022
Q1 | $6.32M | Buy |
42,423
+1,346
| +3% | +$200K | 0.91% | 23 |
|
|
2021
Q4 | $5.94M | Buy |
41,077
+27,393
| +200% | +$3.96M | 0.97% | 26 |
|
|
2021
Q3 | $1.91M | Buy |
13,684
+300
| +2% | +$41.8K | 0.45% | 61 |
|
|
2021
Q2 | $1.89M | Buy |
13,384
+952
| +8% | +$134K | 0.44% | 64 |
|
|
2021
Q1 | $1.69M | Sell |
12,432
-626
| -5% | -$85K | 0.47% | 53 |
|
|
2020
Q4 | $1.88M | Sell |
13,058
-144
| -1% | -$20.8K | 0.57% | 43 |
|
|
2020
Q3 | $1.85M | Buy |
13,202
+105
| +0.8% | +$14.7K | 0.64% | 41 |
|
|
2020
Q2 | $1.57M | Buy |
13,097
+1,370
| +12% | +$164K | 0.58% | 47 |
|
|
2020
Q1 | $1.33M | Sell |
11,727
-647
| -5% | -$73.5K | 0.65% | 40 |
|
|
2019
Q4 | $1.47M | Sell |
12,374
-130
| -1% | -$15.4K | 0.55% | 51 |
|
|
2019
Q3 | $1.48M | Buy |
12,504
+596
| +5% | +$70.7K | 0.62% | 47 |
|
|
2019
Q2 | $1.32M | Sell |
11,908
-194
| -2% | -$21.4K | 0.56% | 55 |
|
|
2019
Q1 | $1.18M | Buy |
12,102
+342
| +3% | +$33.3K | 0.53% | 62 |
|
|
2018
Q4 | $1.1M | Sell |
11,760
-2,437
| -17% | -$227K | 0.59% | 52 |
|
|
2018
Q3 | $1.33M | Sell |
14,197
-893
| -6% | -$83.8K | 0.66% | 45 |
|
|
2018
Q2 | $1.29M | Buy |
15,090
+1,146
| +8% | +$98.1K | 0.69% | 40 |
|
|
2018
Q1 | $1.24M | Buy |
13,944
+6,771
| +94% | +$603K | 0.7% | 44 |
|
|
2017
Q4 | $708K | Buy |
7,173
+560
| +8% | +$55.3K | 0.39% | 73 |
|
|
2017
Q3 | $517K | Buy |
6,613
+230
| +4% | +$18K | 0.3% | 87 |
|
|
2017
Q2 | $483K | Buy |
6,383
+518
| +9% | +$39.2K | 0.3% | 88 |
|
|
2017
Q1 | $423K | Sell |
5,865
-251
| -4% | -$18.1K | 0.29% | 85 |
|
|
2016
Q4 | $423K | Buy |
6,116
+66
| +1% | +$4.57K | 0.3% | 82 |
|
|
2016
Q3 | $436K | Buy |
6,050
+900
| +17% | +$64.9K | 0.33% | 80 |
|
|
2016
Q2 | $376K | Buy |
5,150
+2,025
| +65% | +$148K | 0.3% | 82 |
|
|
2016
Q1 | $214K | Buy |
+3,125
| New | +$214K | 0.19% | 105 |
|
|
2015
Q4 | – | Sell |
-3,225
| Closed | -$209K | – | 112 |
|
|
2015
Q3 | $209K | Buy |
3,225
+200
| +7% | +$13K | 0.2% | 96 |
|
|
2015
Q2 | $215K | Sell |
3,025
-100
| -3% | -$7.11K | 0.2% | 96 |
|
|
2015
Q1 | $257K | Hold |
3,125
| – | – | 0.23% | 93 |
|
|
2014
Q4 | $268K | Buy |
+3,125
| New | +$268K | 0.25% | 86 |
|