Alpha Omega Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $700K | Hold |
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|
2025
Q2 | $664K | Buy |
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|
2025
Q1 | $559K | Buy |
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|
2024
Q4 | $515K | Sell |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $485K | Hold |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $379K | Sell |
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|
2021
Q4 | $379K | Buy |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $354K | Buy |
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|
2021
Q1 | $232K | Hold |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $267K | Hold |
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|
2020
Q2 | $229K | Hold |
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|
2020
Q1 | $217K | Buy |
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|
2019
Q4 | $211K | Sell |
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|
2019
Q3 | $215K | Buy |
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|
2019
Q2 | $148K | Buy |
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|
2019
Q1 | $127K | Buy |
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|
2018
Q4 | $103K | Hold |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $152K | Buy |
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|
2018
Q1 | $153K | Hold |
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|
2017
Q4 | $170K | Buy |
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|
2017
Q3 | $90K | Hold |
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|
2017
Q2 | $87K | Hold |
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|
2017
Q1 | $83K | Hold |
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|
2016
Q4 | $80K | Hold |
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|
2016
Q3 | $83K | Hold |
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|
2016
Q2 | $84K | Hold |
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|
2016
Q1 | $79K | Hold |
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|
2015
Q4 | $71K | Buy |
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