Brandywine Oak Private Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $907K | Sell |
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|
2023
Q4 | $792K | Sell |
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|
2023
Q3 | $812K | Sell |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $754K | Sell |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $710K | Sell |
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|
2022
Q2 | $711K | Hold |
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|
2022
Q1 | $871K | Buy |
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|
2021
Q4 | $840K | Sell |
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|
2021
Q3 | $859K | Buy |
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|
2021
Q2 | $796K | Buy |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $583K | Sell |
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|
2020
Q3 | $613K | Buy |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $529K | Sell |
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|
2019
Q4 | $561K | Buy |
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|
2019
Q3 | $559K | Sell |
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|
2019
Q2 | $575K | Buy |
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|
2019
Q1 | $455K | Buy |
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|
2018
Q4 | $336K | Buy |
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