Oak Asset 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 | $1.16M | Sell |
|
|||||
|
2025
Q2 | $1.15M | Hold |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $1.05M | Hold |
|
|||||
|
2024
Q3 | $942K | Sell |
|
|||||
|
2024
Q2 | $941K | Hold |
|
|||||
|
2024
Q1 | $836K | Hold |
|
|||||
|
2023
Q4 | $730K | Hold |
|
|||||
|
2023
Q3 | $741K | Hold |
|
|||||
|
2023
Q2 | $728K | Hold |
|
|||||
|
2023
Q1 | $683K | Hold |
|
|||||
|
2022
Q4 | $657K | Sell |
|
|||||
|
2022
Q3 | $605K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $677K | Buy |
|
|||||
|
2021
Q4 | $652K | Hold |
|
|||||
|
2021
Q3 | $639K | Hold |
|
|||||
|
2021
Q2 | $636K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $650K | Sell |
|
|||||
|
2020
Q3 | $654K | Buy |
|
|||||
|
2020
Q2 | $545K | Buy |
|
|||||
|
2020
Q1 | $485K | Buy |
|
|||||
|
2019
Q4 | $500K | Hold |
|
|||||
|
2019
Q3 | $500K | Buy |
|
|||||
|
2019
Q2 | $444K | Sell |
|
|||||
|
2019
Q1 | $467K | Hold |
|
|||||
|
2018
Q4 | $446K | Hold |
|
|||||
|
2018
Q3 | $450K | Buy |
|
|||||
|
2018
Q2 | $407K | Hold |
|
|||||
|
2018
Q1 | $423K | Hold |
|
|||||
|
2017
Q4 | $469K | Buy |
|