AOWM
Alpha Omega Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
6,792
+420
| +7% | +$41.1K | 0.12% | 133 |
|
|
2025
Q1 | $559K | Buy |
6,372
+675
| +12% | +$59.3K | 0.11% | 133 |
|
|
2024
Q4 | $515K | Sell |
5,697
-62
| -1% | -$5.6K | 0.1% | 143 |
|
|
2024
Q3 | $465K | Sell |
5,759
-1,402
| -20% | -$113K | 0.09% | 153 |
|
|
2024
Q2 | $485K | Hold |
7,161
| – | – | 0.09% | 146 |
|
|
2024
Q1 | $431K | Buy |
7,161
+4,636
| +184% | +$279K | 0.08% | 157 |
|
|
2023
Q4 | $398K | Hold |
2,525
| – | – | 0.07% | 156 |
|
|
2023
Q3 | $404K | Sell |
2,525
-75
| -3% | -$12K | 0.07% | 151 |
|
|
2023
Q2 | $409K | Sell |
2,600
-111
| -4% | -$17.4K | 0.07% | 153 |
|
|
2023
Q1 | $400K | Buy |
2,711
+279
| +11% | +$41.1K | 0.07% | 150 |
|
|
2022
Q4 | $345K | Sell |
2,432
-29
| -1% | -$4.11K | 0.06% | 162 |
|
|
2022
Q3 | $319K | Buy |
2,461
+31
| +1% | +$4.02K | 0.06% | 164 |
|
|
2022
Q2 | $295K | Sell |
2,430
-117
| -5% | -$14.2K | 0.05% | 174 |
|
|
2022
Q1 | $379K | Sell |
2,547
-56
| -2% | -$8.33K | 0.06% | 165 |
|
|
2021
Q4 | $379K | Buy |
2,603
+92
| +4% | +$13.4K | 0.06% | 170 |
|
|
2021
Q3 | $350K | Hold |
2,511
| – | – | 0.06% | 174 |
|
|
2021
Q2 | $354K | Buy |
2,511
+800
| +47% | +$113K | 0.06% | 175 |
|
|
2021
Q1 | $232K | Hold |
1,711
| – | – | 0.04% | 204 |
|
|
2020
Q4 | $247K | Sell |
1,711
-200
| -10% | -$28.9K | 0.04% | 185 |
|
|
2020
Q3 | $267K | Hold |
1,911
| – | – | 0.04% | 165 |
|
|
2020
Q2 | $229K | Hold |
1,911
| – | – | 0.03% | 172 |
|
|
2020
Q1 | $217K | Buy |
1,911
+138
| +8% | +$15.7K | 0.04% | 172 |
|
|
2019
Q4 | $211K | Sell |
1,773
-24
| -1% | -$2.86K | 0.03% | 206 |
|
|
2019
Q3 | $215K | Buy |
1,797
+460
| +34% | +$55K | 0.03% | 203 |
|
|
2019
Q2 | $148K | Buy |
1,337
+30
| +2% | +$3.32K | 0.06% | 157 |
|
|
2019
Q1 | $127K | Buy |
1,307
+203
| +18% | +$19.7K | 0.06% | 168 |
|
|
2018
Q4 | $103K | Hold |
1,104
| – | – | 0.05% | 175 |
|
|
2018
Q3 | $104K | Sell |
1,104
-665
| -38% | -$62.6K | 0.05% | 178 |
|
|
2018
Q2 | $152K | Buy |
1,769
+50
| +3% | +$4.3K | 0.07% | 146 |
|
|
2018
Q1 | $153K | Hold |
1,719
| – | – | 0.08% | 137 |
|
|
2017
Q4 | $170K | Buy |
1,719
+565
| +49% | +$55.9K | 0.08% | 138 |
|
|
2017
Q3 | $90K | Hold |
1,154
| – | – | 0.04% | 182 |
|
|
2017
Q2 | $87K | Hold |
1,154
| – | – | 0.04% | 183 |
|
|
2017
Q1 | $83K | Hold |
1,154
| – | – | 0.04% | 188 |
|
|
2016
Q4 | $80K | Hold |
1,154
| – | – | 0.04% | 194 |
|
|
2016
Q3 | $83K | Hold |
1,154
| – | – | 0.07% | 94 |
|
|
2016
Q2 | $84K | Hold |
1,154
| – | – | 0.07% | 95 |
|
|
2016
Q1 | $79K | Hold |
1,154
| – | – | 0.07% | 95 |
|
|
2015
Q4 | $71K | Buy |
+1,154
| New | +$71K | 0.06% | 93 |
|