Oceanside Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
2,380
| – | – | 0.16% | 42 |
|
|
2025
Q1 | $209K | Sell |
2,380
-30
| -1% | -$2.63K | 0.15% | 44 |
|
|
2024
Q4 | $218K | Buy |
+2,410
| New | +$218K | 0.16% | 48 |
|
|
2024
Q3 | – | Sell |
-3,810
| Closed | -$258K | – | 50 |
|
|
2024
Q2 | $258K | Sell |
3,810
-150
| -4% | -$10.2K | 0.21% | 42 |
|
|
2024
Q1 | $238K | Sell |
3,960
-489
| -11% | -$29.4K | 0.2% | 43 |
|
|
2023
Q4 | $234K | Buy |
+4,449
| New | +$234K | 0.21% | 44 |
|