OAM
Occidental Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.22M | Sell |
73,828
-101
| -0.1% | -$9.88K | 1% | 24 |
|
|
2025
Q1 | $6.49M | Buy |
73,929
+3,872
| +6% | +$340K | 0.98% | 21 |
|
|
2024
Q4 | $6.33M | Buy |
70,057
+972
| +1% | +$87.8K | 0.99% | 25 |
|
|
2024
Q3 | $5.58M | Buy |
69,085
+3,278
| +5% | +$265K | 0.9% | 26 |
|
|
2024
Q2 | $4.46M | Buy |
65,807
+5,885
| +10% | +$398K | 0.78% | 31 |
|
|
2024
Q1 | $3.61M | Buy |
59,922
+41,492
| +225% | +$2.5M | 0.67% | 36 |
|
|
2023
Q4 | $2.91M | Sell |
18,430
-118
| -0.6% | -$18.6K | 0.6% | 41 |
|
|
2023
Q3 | $2.97M | Sell |
18,548
-16
| -0.1% | -$2.56K | 0.69% | 33 |
|
|
2023
Q2 | $2.92M | Buy |
18,564
+660
| +4% | +$104K | 0.66% | 30 |
|
|
2023
Q1 | $2.64M | Buy |
17,904
+692
| +4% | +$102K | 0.66% | 34 |
|
|
2022
Q4 | $2.44M | Buy |
17,212
+56
| +0.3% | +$7.94K | 0.67% | 37 |
|
|
2022
Q3 | $2.23M | Buy |
17,156
+728
| +4% | +$94.4K | 0.67% | 39 |
|
|
2022
Q2 | $2M | Buy |
16,428
+80
| +0.5% | +$9.73K | 0.59% | 45 |
|
|
2022
Q1 | $2.44M | Buy |
16,348
+771
| +5% | +$115K | 0.62% | 36 |
|
|
2021
Q4 | $2.25M | Buy |
15,577
+1,109
| +8% | +$160K | 0.54% | 51 |
|
|
2021
Q3 | $2.02M | Buy |
14,468
+953
| +7% | +$133K | 0.52% | 43 |
|
|
2021
Q2 | $1.91M | Buy |
13,515
+834
| +7% | +$118K | 0.51% | 46 |
|
|
2021
Q1 | $1.72M | Buy |
12,681
+2,024
| +19% | +$275K | 0.51% | 43 |
|
|
2020
Q4 | $1.54M | Buy |
10,657
+1,240
| +13% | +$179K | 0.51% | 44 |
|
|
2020
Q3 | $1.32M | Sell |
9,417
-158
| -2% | -$22.1K | 0.55% | 36 |
|
|
2020
Q2 | $1.15M | Buy |
9,575
+153
| +2% | +$18.3K | 0.51% | 46 |
|
|
2020
Q1 | $1.07M | Buy |
9,422
+541
| +6% | +$61.5K | 0.54% | 38 |
|
|
2019
Q4 | $1.06M | Buy |
8,881
+478
| +6% | +$56.8K | 0.43% | 49 |
|
|
2019
Q3 | $997K | Buy |
8,403
+350
| +4% | +$41.5K | 0.42% | 45 |
|
|
2019
Q2 | $890K | Buy |
8,053
+1,538
| +24% | +$170K | 0.4% | 51 |
|
|
2019
Q1 | $635K | Buy |
6,515
+1,038
| +19% | +$101K | 0.31% | 69 |
|
|
2018
Q4 | $510K | Buy |
5,477
+336
| +7% | +$31.3K | 0.29% | 67 |
|
|
2018
Q3 | $483K | Buy |
5,141
+370
| +8% | +$34.8K | 0.24% | 81 |
|
|
2018
Q2 | $409K | Buy |
4,771
+334
| +8% | +$28.6K | 0.22% | 92 |
|
|
2018
Q1 | $395K | Hold |
4,437
| – | – | 0.21% | 89 |
|
|
2017
Q4 | $438K | Buy |
4,437
+50
| +1% | +$4.94K | 0.23% | 78 |
|
|
2017
Q3 | $343K | Buy |
4,387
+109
| +3% | +$8.52K | 0.19% | 94 |
|
|
2017
Q2 | $324K | Buy |
4,278
+317
| +8% | +$24K | 0.19% | 89 |
|
|
2017
Q1 | $286K | Buy |
3,961
+447
| +13% | +$32.3K | 0.19% | 92 |
|
|
2016
Q4 | $243K | Buy |
+3,514
| New | +$243K | 0.17% | 104 |
|