Occidental Asset 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 | $7.22M | Sell |
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|
2025
Q1 | $6.49M | Buy |
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|
2024
Q4 | $6.33M | Buy |
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|
2024
Q3 | $5.58M | Buy |
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|
2024
Q2 | $4.46M | Buy |
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|
2024
Q1 | $3.61M | Buy |
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|
2023
Q4 | $2.91M | Sell |
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|
2023
Q3 | $2.97M | Sell |
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|
2023
Q2 | $2.92M | Buy |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $2.44M | Buy |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $2.44M | Buy |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $1.91M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.32M | Sell |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $997K | Buy |
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|
2019
Q2 | $890K | Buy |
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|
2019
Q1 | $635K | Buy |
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|
2018
Q4 | $510K | Buy |
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|
2018
Q3 | $483K | Buy |
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|
2018
Q2 | $409K | Buy |
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|
2018
Q1 | $395K | Hold |
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|
2017
Q4 | $438K | Buy |
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|
2017
Q3 | $343K | Buy |
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|
2017
Q2 | $324K | Buy |
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|
2017
Q1 | $286K | Buy |
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|
2016
Q4 | $243K | Buy |
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