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ACG Wealth

SEC CIK
0001569071
Latest filing
Nov 3, 2022

WMT holding history

Walmart Inc. in every 13F filed by ACG Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q3 2022 holdings

Shares (Q3 2022)
3,142
Value
$408.0K
% of portfolio
0.1%
Quarters held
7
Since Q1 2021
Holdings of WMT by ACG Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20223,142$408.0K0.1%−37−1.2%ReducedHolders
Q2 20223,179$386.0K0.1%+201+6.7%AddedHolders
Q1 20222,978$444.0K0.1%−2,234−42.9%ReducedHolders
Q4 20215,212$754.0K0.1%−813−13.5%ReducedHolders
Q3 20216,025$840.0K0.1%−544−8.3%ReducedHolders
Q2 20216,569$926.0K0.1%−1,035−13.6%ReducedHolders
Q1 20217,604$1.03M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.