Oak Family Advisors’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 | $5.91M | Sell |
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|
2025
Q2 | $5.66M | Sell |
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|
2025
Q1 | $6.63M | Sell |
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|
2024
Q4 | $8.41M | Sell |
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|
2024
Q3 | $8.64M | Sell |
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|
2024
Q2 | $7.72M | Buy |
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|
2024
Q1 | $6.79M | Buy |
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|
2023
Q4 | $5.9M | Buy |
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|
2023
Q3 | $5.39M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.21M | Buy |
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|
2022
Q2 | $932K | Buy |
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|
2022
Q1 | $1.06M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $874K | Buy |
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|
2021
Q2 | $879K | Buy |
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|
2021
Q1 | $818K | Buy |
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|
2020
Q4 | $790K | Buy |
|