Live Oak Investment Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
6,542
+41
| +0.6% | +$4.01K | 0.49% | 51 |
|
|
2025
Q1 | $571K | Buy |
+6,501
| New | +$571K | 0.45% | 55 |
|
|
2024
Q4 | – | Hold |
0
| – | -$588K | – | 55 |
|
|
2024
Q3 | – | Hold |
0
| – | -$515K | – | 56 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 57 |
|
|
2023
Q4 | – | Hold |
0
| – | -$386K | – | 67 |
|
|
2023
Q3 | – | Hold |
0
| – | -$430K | – | 68 |
|
|
2023
Q2 | – | Hold |
0
| – | -$404K | – | 65 |
|
|
2023
Q1 | – | Hold |
0
| – | -$375K | – | 67 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 71 |
|