BOK Financial Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Sell |
20,014
-3,692
| -16% | -$361K | 0.13% | 60 |
|
|
2025
Q1 | $2.09M | Sell |
23,706
-1,545
| -6% | -$136K | 0.16% | 58 |
|
|
2024
Q4 | $2.29M | Sell |
25,251
-689
| -3% | -$62.4K | 0.17% | 57 |
|
|
2024
Q3 | $2.09M | Sell |
25,940
-2,497
| -9% | -$202K | 0.15% | 67 |
|
|
2024
Q2 | $1.93M | Buy |
28,437
+430
| +2% | +$29.1K | 0.14% | 72 |
|
|
2024
Q1 | $1.69M | Sell |
28,007
-1,051
| -4% | -$63.5K | 0.13% | 80 |
|
|
2023
Q4 | $1.53M | Buy |
29,058
+16,824
| +138% | +$887K | 0.12% | 82 |
|
|
2023
Q3 | $652K | Buy |
12,234
+1,107
| +10% | +$59K | 0.06% | 111 |
|
|
2023
Q2 | $583K | Sell |
11,127
-3,945
| -26% | -$207K | 0.05% | 118 |
|
|
2023
Q1 | $744K | Buy |
15,072
+45
| +0.3% | +$2.22K | 0.06% | 114 |
|
|
2022
Q4 | $713K | Hold |
15,027
| – | – | 0.06% | 112 |
|
|
2022
Q3 | $650K | Hold |
15,027
| – | – | 0.06% | 118 |
|
|
2022
Q2 | $609K | Sell |
15,027
-22,995
| -60% | -$932K | 0.05% | 120 |
|
|
2022
Q1 | $1.89M | Buy |
38,022
+4,902
| +15% | +$243K | 0.13% | 103 |
|
|
2021
Q4 | $1.6M | Buy |
33,120
+2,796
| +9% | +$135K | 0.11% | 104 |
|
|
2021
Q3 | $1.41M | Buy |
30,324
+2,526
| +9% | +$117K | 0.11% | 97 |
|
|
2021
Q2 | $1.31M | Buy |
27,798
+3,609
| +15% | +$170K | 0.11% | 96 |
|
|
2021
Q1 | $1.1M | Buy |
24,189
+6,087
| +34% | +$276K | 0.1% | 96 |
|
|
2020
Q4 | $870K | Buy |
18,102
+2,331
| +15% | +$112K | 0.08% | 103 |
|
|
2020
Q3 | $736K | Sell |
15,771
-108
| -0.7% | -$5.04K | 0.08% | 107 |
|
|
2020
Q2 | $634K | Sell |
15,879
-4,758
| -23% | -$190K | 0.07% | 110 |
|
|
2020
Q1 | $782K | Buy |
20,637
+1,038
| +5% | +$39.3K | 0.1% | 109 |
|
|
2019
Q4 | $776K | Buy |
19,599
+2,037
| +12% | +$80.7K | 0.07% | 111 |
|
|
2019
Q3 | $695K | Buy |
17,562
+924
| +6% | +$36.6K | 0.1% | 58 |
|
|
2019
Q2 | $613K | Buy |
16,638
+1,158
| +7% | +$42.7K | 0.09% | 60 |
|
|
2019
Q1 | $503K | Sell |
15,480
-1,767
| -10% | -$57.4K | 0.07% | 61 |
|
|
2018
Q4 | $536K | Buy |
17,247
+5,403
| +46% | +$168K | 0.07% | 64 |
|
|
2018
Q3 | $371K | Hold |
11,844
| – | – | 0.06% | 64 |
|
|
2018
Q2 | $338K | Hold |
11,844
| – | – | 0.05% | 64 |
|
|
2018
Q1 | $351K | Sell |
11,844
-1,704
| -13% | -$50.5K | 0.06% | 69 |
|
|
2017
Q4 | $446K | Sell |
13,548
-1,164
| -8% | -$38.3K | 0.07% | 61 |
|
|
2017
Q3 | $383K | Sell |
14,712
-1,800
| -11% | -$46.9K | 0.06% | 67 |
|
|
2017
Q2 | $417K | Sell |
16,512
-2,352
| -12% | -$59.4K | 0.06% | 77 |
|
|
2017
Q1 | $453K | Sell |
18,864
-9,630
| -34% | -$231K | 0.06% | 77 |
|
|
2016
Q4 | $657K | Sell |
28,494
-3,828
| -12% | -$88.3K | 0.1% | 63 |
|
|
2016
Q3 | $777K | Buy |
+32,322
| New | +$777K | 0.12% | 57 |
|
|
2014
Q1 | – | Sell |
-7,668
| Closed | -$201K | – | 74 |
|
|
2013
Q4 | $201K | Buy |
+7,668
| New | +$201K | 0.04% | 65 |
|