BOPW
Brandywine Oak Private Wealth’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
14,268
+946
| +7% | +$92.5K | 0.13% | 81 |
|
|
2025
Q1 | $1.17M | Sell |
13,322
-1,058
| -7% | -$92.9K | 0.11% | 91 |
|
|
2024
Q4 | $1.3M | Buy |
14,380
+16
| +0.1% | +$1.45K | 0.13% | 85 |
|
|
2024
Q3 | $1.16M | Buy |
14,364
+117
| +0.8% | +$9.45K | 0.11% | 94 |
|
|
2024
Q2 | $965K | Sell |
14,247
-822
| -5% | -$55.7K | 0.1% | 100 |
|
|
2024
Q1 | $907K | Buy |
15,069
+10,044
| +200% | +$604K | 0.09% | 103 |
|
|
2023
Q4 | $792K | Sell |
5,025
-50
| -1% | -$7.88K | 0.09% | 109 |
|
|
2023
Q3 | $812K | Sell |
5,075
-1
| -0% | -$160 | 0.1% | 105 |
|
|
2023
Q2 | $798K | Sell |
5,076
-35
| -0.7% | -$5.5K | 0.09% | 112 |
|
|
2023
Q1 | $754K | Sell |
5,111
-140
| -3% | -$20.6K | 0.09% | 120 |
|
|
2022
Q4 | $745K | Sell |
5,251
-226
| -4% | -$32K | 0.09% | 121 |
|
|
2022
Q3 | $710K | Sell |
5,477
-374
| -6% | -$48.5K | 0.1% | 126 |
|
|
2022
Q2 | $711K | Hold |
5,851
| – | – | 0.09% | 137 |
|
|
2022
Q1 | $871K | Buy |
5,851
+41
| +0.7% | +$6.1K | 0.1% | 143 |
|
|
2021
Q4 | $840K | Sell |
5,810
-356
| -6% | -$51.5K | 0.09% | 151 |
|
|
2021
Q3 | $859K | Buy |
6,166
+517
| +9% | +$72K | 0.1% | 144 |
|
|
2021
Q2 | $796K | Buy |
5,649
+1,625
| +40% | +$229K | 0.09% | 148 |
|
|
2021
Q1 | $546K | Sell |
4,024
-21
| -0.5% | -$2.85K | 0.08% | 145 |
|
|
2020
Q4 | $583K | Sell |
4,045
-338
| -8% | -$48.7K | 0.09% | 133 |
|
|
2020
Q3 | $613K | Buy |
4,383
+199
| +5% | +$27.8K | 0.1% | 119 |
|
|
2020
Q2 | $501K | Sell |
4,184
-476
| -10% | -$57K | 0.09% | 133 |
|
|
2020
Q1 | $529K | Sell |
4,660
-66
| -1% | -$7.49K | 0.11% | 105 |
|
|
2019
Q4 | $561K | Buy |
4,726
+8
| +0.2% | +$950 | 0.1% | 101 |
|
|
2019
Q3 | $559K | Sell |
4,718
-491
| -9% | -$58.2K | 0.11% | 97 |
|
|
2019
Q2 | $575K | Buy |
5,209
+535
| +11% | +$59.1K | 0.12% | 97 |
|
|
2019
Q1 | $455K | Buy |
4,674
+1,060
| +29% | +$103K | 0.09% | 109 |
|
|
2018
Q4 | $336K | Buy |
+3,614
| New | +$336K | 0.08% | 126 |
|