XCEL WEALTH MANAGEMENT, LLC – Walmart Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$3.81M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
+6.68%
quarter
Walmart Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -33.24% | -14.65K shares | -1.54M | $129.7 | 29.43K |
| Q2 2022 | share | Decrease | -5.97% | -2.79K shares | -1.62M | $121.58 | 44.08K |
| Q1 2022 | share | Increase | +15.57% | 6.31K shares | 1.11M | $148.92 | 46.88K |
| Q4 2021 | share | Increase | +14.54% | 5.15K shares | 934K | $143.17 | 40.56K |
| Q3 2021 | share | Increase | +0.08% | 30 shares | -54K | $139.38 | 35.41K |
| Q2 2021 | share | Decrease | -0.44% | -158 shares | 162K | $140.5 | 35.38K |
| Q1 2021 | share | Increase | +278.17% | 26.14K shares | 3.47M | $134.81 | 35.54K |
| Q4 2020 | share | Increase | +24.44% | 1.84K shares | 298K | $142.46 | 9.39K |
| Q3 2020 | share | Increase | +82.26% | 3.40K shares | 560K | $137.76 | 7.55K |
| Q2 2020 | share | Increase | +6.31% | 246 shares | 54K | $117.46 | 4.14K |
| Q1 2020 | share | Decrease | -51.57% | -4.15K shares | -514K | $110.93 | 3.89K |
| Q4 2019 | share | 0.00% | 0 shares | 1K | $115.5 | 8.04K | |
| Q3 2019 | share | 0.00% | 0 shares | 66K | $114.83 | 8.04K | |
| Q2 2019 | share | 0.00% | 0 shares | 105K | $106.39 | 8.04K | |
| Q1 2019 | share | Increase | 0.00% | 8.04K shares | 784K | $93.41 | 8.04K |