Oak Harbor Wealth 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 | $2.31M | Sell |
23,642
-5,364
| -18% | -$524K | 0.62% | 38 |
|
|
2025
Q1 | $2.55M | Sell |
29,006
-9,387
| -24% | -$824K | 0.73% | 35 |
|
|
2024
Q4 | $3.47M | Sell |
38,393
-822
| -2% | -$74.3K | 1.01% | 26 |
|
|
2024
Q3 | $3.17M | Sell |
39,215
-2,937
| -7% | -$237K | 0.9% | 33 |
|
|
2024
Q2 | $2.85M | Sell |
42,152
-26
| -0.1% | -$1.76K | 0.9% | 31 |
|
|
2024
Q1 | $2.54M | Buy |
42,178
+127
| +0.3% | +$7.64K | 0.79% | 37 |
|
|
2023
Q4 | $2.21M | Sell |
42,051
-1,770
| -4% | -$93K | 0.74% | 37 |
|
|
2023
Q3 | $2.34M | Buy |
43,821
+1,596
| +4% | +$85.1K | 0.83% | 33 |
|
|
2023
Q2 | $2.21M | Sell |
42,225
-1,008
| -2% | -$52.8K | 0.76% | 37 |
|
|
2023
Q1 | $2.12M | Sell |
43,233
-786
| -2% | -$38.6K | 0.77% | 38 |
|
|
2022
Q4 | $2.08M | Buy |
44,019
+2,205
| +5% | +$104K | 0.79% | 38 |
|
|
2022
Q3 | $1.81M | Buy |
41,814
+1,461
| +4% | +$63.2K | 0.71% | 40 |
|
|
2022
Q2 | $1.64M | Buy |
40,353
+3,309
| +9% | +$134K | 0.65% | 46 |
|
|
2022
Q1 | $1.84M | Buy |
37,044
+2,310
| +7% | +$115K | 0.6% | 45 |
|
|
2021
Q4 | $1.68M | Buy |
+34,734
| New | +$1.68M | 0.58% | 49 |
|