Oakwell Private Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Buy |
6,988
+93
| +1% | +$9.09K | 0.16% | 48 |
|
|
2025
Q1 | $605K | Buy |
6,895
+960
| +16% | +$84.3K | 0.17% | 44 |
|
|
2024
Q4 | $536K | Sell |
5,935
-104
| -2% | -$9.4K | 0.15% | 43 |
|
|
2024
Q3 | $488K | Hold |
6,039
| – | – | 0.14% | 46 |
|
|
2024
Q2 | $409K | Hold |
6,039
| – | – | 0.12% | 50 |
|
|
2024
Q1 | $363K | Sell |
6,039
-387
| -6% | -$23.3K | 0.11% | 47 |
|
|
2023
Q4 | $338K | Buy |
6,426
+120
| +2% | +$6.31K | 0.12% | 48 |
|
|
2023
Q3 | $336K | Sell |
6,306
-900
| -12% | -$48K | 0.14% | 47 |
|
|
2023
Q2 | $378K | Hold |
7,206
| – | – | 0.16% | 45 |
|
|
2023
Q1 | $354K | Sell |
7,206
-12
| -0.2% | -$590 | 0.16% | 46 |
|
|
2022
Q4 | $341K | Sell |
7,218
-303
| -4% | -$14.3K | 0.16% | 44 |
|
|
2022
Q3 | $325K | Sell |
7,521
-144
| -2% | -$6.22K | 0.18% | 50 |
|
|
2022
Q2 | $311K | Buy |
7,665
+234
| +3% | +$9.49K | 0.18% | 47 |
|
|
2022
Q1 | $369K | Buy |
7,431
+957
| +15% | +$47.5K | 0.19% | 46 |
|
|
2021
Q4 | $312K | Buy |
6,474
+1,947
| +43% | +$93.8K | 0.16% | 52 |
|
|
2021
Q3 | $210K | Buy |
4,527
+12
| +0.3% | +$557 | 0.11% | 57 |
|
|
2021
Q2 | $212K | Sell |
4,515
-972
| -18% | -$45.6K | 0.14% | 61 |
|
|
2021
Q1 | $248K | Hold |
5,487
| – | – | 0.18% | 55 |
|
|
2020
Q4 | $264K | Buy |
+5,487
| New | +$264K | 0.21% | 52 |
|