Obermeyer 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 | $35.5M | Sell |
362,879
-3,238
| -0.9% | -$317K | 1.77% | 19 |
|
|
2025
Q1 | $32.1M | Sell |
366,117
-4,808
| -1% | -$422K | 1.71% | 20 |
|
|
2024
Q4 | $33.5M | Sell |
370,925
-446
| -0.1% | -$40.3K | 1.75% | 19 |
|
|
2024
Q3 | $30M | Sell |
371,371
-9,167
| -2% | -$740K | 1.61% | 20 |
|
|
2024
Q2 | $25.8M | Buy |
380,538
+368,780
| +3,136% | +$25M | 1.48% | 22 |
|
|
2024
Q1 | $707K | Buy |
11,758
+28
| +0.2% | +$1.69K | 0.04% | 116 |
|
|
2023
Q4 | $616K | Buy |
11,730
+1,533
| +15% | +$80.6K | 0.04% | 97 |
|
|
2023
Q3 | $544K | Sell |
10,197
-975
| -9% | -$52K | 0.04% | 102 |
|
|
2023
Q2 | $585K | Buy |
11,172
+3,315
| +42% | +$174K | 0.04% | 107 |
|
|
2023
Q1 | $386K | Sell |
7,857
-111
| -1% | -$5.46K | 0.03% | 132 |
|
|
2022
Q4 | $377K | Buy |
7,968
+1,530
| +24% | +$72.3K | 0.03% | 136 |
|
|
2022
Q3 | $278K | Sell |
6,438
-321
| -5% | -$13.9K | 0.02% | 160 |
|
|
2022
Q2 | $274K | Buy |
6,759
+414
| +7% | +$16.8K | 0.02% | 156 |
|
|
2022
Q1 | $315K | Buy |
6,345
+6
| +0.1% | +$298 | 0.02% | 167 |
|
|
2021
Q4 | $306K | Sell |
6,339
-4,590
| -42% | -$222K | 0.02% | 174 |
|
|
2021
Q3 | $508K | Buy |
10,929
+5,199
| +91% | +$242K | 0.03% | 121 |
|
|
2021
Q2 | $269K | Buy |
5,730
+18
| +0.3% | +$845 | 0.02% | 181 |
|
|
2021
Q1 | $259K | Sell |
5,712
-219
| -4% | -$9.93K | 0.02% | 173 |
|
|
2020
Q4 | $285K | Sell |
5,931
-60
| -1% | -$2.88K | 0.02% | 124 |
|
|
2020
Q3 | $279K | Sell |
5,991
-48
| -0.8% | -$2.24K | 0.02% | 117 |
|
|
2020
Q2 | $241K | Buy |
6,039
+303
| +5% | +$12.1K | 0.02% | 119 |
|
|
2020
Q1 | $217K | Buy |
+5,736
| New | +$217K | 0.02% | 112 |
|
|
2013
Q3 | – | Sell |
-2,682
| Closed | -$67K | – | 283 |
|
|
2013
Q2 | $67K | Buy |
+2,682
| New | +$67K | 0.02% | 103 |
|