Oakwell Private Wealth 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
Q2 | $683K | Buy |
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|
2025
Q1 | $605K | Buy |
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|
2024
Q4 | $536K | Sell |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $409K | Hold |
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|
2024
Q1 | $363K | Sell |
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|
2023
Q4 | $338K | Buy |
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|
2023
Q3 | $336K | Sell |
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|
2023
Q2 | $378K | Hold |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $369K | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $212K | Sell |
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|
2021
Q1 | $248K | Hold |
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|
2020
Q4 | $264K | Buy |
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