Heritage Oak Wealth Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.5M | Buy |
966,293
+23,479
| +2% | +$2.3M | 36.49% | 1 |
|
|
2025
Q1 | $82.8M | Buy |
942,814
+235,731
| +33% | +$20.7M | 36.36% | 1 |
|
|
2024
Q4 | $63.9M | Buy |
707,083
+388,295
| +122% | +$35.1M | 30.01% | 1 |
|
|
2024
Q3 | $25.7M | Sell |
318,788
-482,794
| -60% | -$39M | 11.86% | 1 |
|
|
2024
Q2 | $54.3M | Buy |
+801,582
| New | +$54.3M | 27.44% | 1 |
|