XWM
Xcel Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.93M | Sell |
50,430
-2,308
| -4% | -$226K | 1.4% | 20 |
|
|
2025
Q1 | $4.63M | Sell |
52,738
-7,228
| -12% | -$635K | 1.44% | 16 |
|
|
2024
Q4 | $5.42M | Sell |
59,966
-3,347
| -5% | -$302K | 1.5% | 16 |
|
|
2024
Q3 | $5.11M | Sell |
63,313
-650
| -1% | -$52.5K | 1.5% | 17 |
|
|
2024
Q2 | $4.33M | Sell |
63,963
-1,000
| -2% | -$67.7K | 1.36% | 21 |
|
|
2024
Q1 | $3.91M | Buy |
64,963
+42,388
| +188% | +$2.55M | 1.22% | 24 |
|
|
2023
Q4 | $3.56M | Sell |
22,575
-2,396
| -10% | -$378K | 1.25% | 21 |
|
|
2023
Q3 | $3.99M | Sell |
24,971
-4,125
| -14% | -$660K | 1.58% | 19 |
|
|
2023
Q2 | $4.57M | Hold |
29,096
| – | – | 1.45% | 19 |
|
|
2023
Q1 | $4.29M | Sell |
29,096
-330
| -1% | -$48.7K | 1.51% | 19 |
|
|
2022
Q4 | $4.17M | Sell |
29,426
-5
| -0% | -$709 | 1.64% | 17 |
|
|
2022
Q3 | $3.82M | Sell |
29,431
-14,652
| -33% | -$1.9M | 1.42% | 21 |
|
|
2022
Q2 | $5.36M | Sell |
44,083
-2,799
| -6% | -$340K | 1.95% | 16 |
|
|
2022
Q1 | $6.98M | Buy |
46,882
+6,315
| +16% | +$940K | 1.91% | 15 |
|
|
2021
Q4 | $5.87M | Buy |
40,567
+5,151
| +15% | +$745K | 1.51% | 23 |
|
|
2021
Q3 | $4.94M | Buy |
35,416
+30
| +0.1% | +$4.18K | 1.43% | 23 |
|
|
2021
Q2 | $4.99M | Sell |
35,386
-158
| -0.4% | -$22.3K | 1.51% | 21 |
|
|
2021
Q1 | $4.83M | Buy |
35,544
+26,145
| +278% | +$3.55M | 1.72% | 18 |
|
|
2020
Q4 | $1.35M | Buy |
9,399
+1,846
| +24% | +$266K | 0.58% | 42 |
|
|
2020
Q3 | $1.06M | Buy |
7,553
+3,409
| +82% | +$477K | 0.54% | 41 |
|
|
2020
Q2 | $496K | Buy |
4,144
+246
| +6% | +$29.4K | 0.31% | 64 |
|
|
2020
Q1 | $442K | Sell |
3,898
-4,150
| -52% | -$471K | 0.4% | 52 |
|
|
2019
Q4 | $956K | Hold |
8,048
| – | – | 0.79% | 35 |
|
|
2019
Q3 | $955K | Hold |
8,048
| – | – | 0.88% | 31 |
|
|
2019
Q2 | $889K | Hold |
8,048
| – | – | 0.87% | 35 |
|
|
2019
Q1 | $784K | Buy |
+8,048
| New | +$784K | 0.81% | 36 |
|