OHWA
Oak Hill Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Buy |
7,901
+9
| +0.1% | +$874 | 0.16% | 72 |
|
|
2025
Q1 | $693K | Sell |
7,892
-74
| -0.9% | -$6.5K | 0.16% | 62 |
|
|
2024
Q4 | $720K | Buy |
+7,966
| New | +$720K | 0.17% | 59 |
|
|
2024
Q3 | – | Sell |
-7,562
| Closed | -$512K | – | 118 |
|
|
2024
Q2 | $512K | Buy |
+7,562
| New | +$512K | 0.16% | 63 |
|
|
2024
Q1 | – | Sell |
-2,709
| Closed | -$427K | – | 108 |
|
|
2023
Q4 | $427K | Hold |
2,709
| – | – | 0.15% | 71 |
|
|
2023
Q3 | $433K | Buy |
2,709
+84
| +3% | +$13.4K | 0.17% | 63 |
|
|
2023
Q2 | $414K | Buy |
2,625
+4
| +0.2% | +$630 | 0.15% | 69 |
|
|
2023
Q1 | $387K | Buy |
2,621
+3
| +0.1% | +$443 | 0.15% | 73 |
|
|
2022
Q4 | $371K | Buy |
+2,618
| New | +$371K | 0.15% | 74 |
|