Charter Oak Capital 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 | $950K | Sell |
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|
2025
Q2 | $906K | Sell |
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|
2025
Q1 | $820K | Buy |
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|
2024
Q4 | $832K | Sell |
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|
2024
Q3 | $777K | Buy |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $577K | Buy |
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|
2023
Q4 | $445K | Hold |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $317K | Hold |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $302K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $307K | Buy |
|