Oak Harvest Investment Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Sell |
29,643
-138,199
| -82% | -$13.5M | 0.36% | 85 |
|
|
2025
Q1 | $14.7M | Sell |
167,842
-18,652
| -10% | -$1.64M | 2.06% | 7 |
|
|
2024
Q4 | $16.8M | Buy |
186,494
+3,862
| +2% | +$349K | 2.35% | 7 |
|
|
2024
Q3 | $14.7M | Buy |
182,632
+9,723
| +6% | +$785K | 2.12% | 6 |
|
|
2024
Q2 | $11.7M | Buy |
172,909
+34,401
| +25% | +$2.33M | 1.82% | 12 |
|
|
2024
Q1 | $8.33M | Buy |
138,508
+1,954
| +1% | +$118K | 1.36% | 26 |
|
|
2023
Q4 | $7.18M | Sell |
136,554
-50,673
| -27% | -$2.66M | 1.43% | 26 |
|
|
2023
Q3 | $9.98M | Buy |
187,227
+8,829
| +5% | +$471K | 2.11% | 12 |
|
|
2023
Q2 | $9.35M | Buy |
178,398
+14,481
| +9% | +$759K | 2.1% | 10 |
|
|
2023
Q1 | $8.06M | Sell |
163,917
-9,603
| -6% | -$472K | 1.86% | 12 |
|
|
2022
Q4 | $8.2M | Sell |
173,520
-12,648
| -7% | -$598K | 2.13% | 11 |
|
|
2022
Q3 | $8.05M | Buy |
186,168
+3,321
| +2% | +$144K | 2.15% | 9 |
|
|
2022
Q2 | $7.41M | Buy |
182,847
+5,679
| +3% | +$230K | 2% | 11 |
|
|
2022
Q1 | $8.8M | Buy |
177,168
+14,988
| +9% | +$744K | 2.18% | 7 |
|
|
2021
Q4 | $7.82M | Buy |
162,180
+14,604
| +10% | +$704K | 1.94% | 10 |
|
|
2021
Q3 | $6.86M | Buy |
147,576
+21,477
| +17% | +$998K | 2% | 12 |
|
|
2021
Q2 | $5.93M | Buy |
126,099
+9,705
| +8% | +$456K | 1.95% | 12 |
|
|
2021
Q1 | $5.27M | Buy |
116,394
+5,076
| +5% | +$230K | 2.02% | 10 |
|
|
2020
Q4 | $5.35M | Buy |
+111,318
| New | +$5.35M | 2.29% | 11 |
|