Live 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
Q3 | $2.25M | Sell |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $2.03M | Sell |
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|
2024
Q3 | $1.82M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.45M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.43M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.21M | Hold |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.13M | Hold |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $971K | Sell |
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|
2020
Q4 | $1.03M | Buy |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $810K | Buy |
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|
2020
Q1 | $689K | Buy |
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|
2019
Q4 | $691K | Buy |
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