OWA
Octavia Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.46M | Sell |
45,630
-1,603
| -3% | -$157K | 0.51% | 29 |
|
|
2025
Q1 | $4.16M | Sell |
47,233
-516
| -1% | -$45.4K | 0.5% | 30 |
|
|
2024
Q4 | $4.32M | Sell |
47,749
-726
| -1% | -$65.7K | 0.52% | 30 |
|
|
2024
Q3 | $3.91M | Sell |
48,475
-4,069
| -8% | -$329K | 0.48% | 30 |
|
|
2024
Q2 | $3.56M | Buy |
52,544
+1,911
| +4% | +$129K | 0.48% | 33 |
|
|
2024
Q1 | $3.06M | Buy |
50,633
+33,547
| +196% | +$2.03M | 0.45% | 33 |
|
|
2023
Q4 | $2.7M | Sell |
17,086
-54
| -0.3% | -$8.54K | 0.48% | 31 |
|
|
2023
Q3 | $2.74M | Buy |
17,140
+198
| +1% | +$31.7K | 0.56% | 31 |
|
|
2023
Q2 | $2.66M | Buy |
16,942
+473
| +3% | +$74.3K | 0.54% | 31 |
|
|
2023
Q1 | $2.44M | Sell |
16,469
-254
| -2% | -$37.6K | 0.55% | 32 |
|
|
2022
Q4 | $2.38M | Sell |
16,723
-446
| -3% | -$63.5K | 0.59% | 34 |
|
|
2022
Q3 | $2.23M | Buy |
17,169
+97
| +0.6% | +$12.6K | 0.6% | 33 |
|
|
2022
Q2 | $2.07M | Sell |
17,072
-75
| -0.4% | -$9.1K | 0.54% | 39 |
|
|
2022
Q1 | $2.56M | Sell |
17,147
-197
| -1% | -$29.4K | 0.57% | 34 |
|
|
2021
Q4 | $2.52M | Sell |
17,344
-1,111
| -6% | -$161K | 0.54% | 36 |
|
|
2021
Q3 | $2.58M | Sell |
18,455
-1,131
| -6% | -$158K | 0.66% | 32 |
|
|
2021
Q2 | $2.76M | Buy |
19,586
+77
| +0.4% | +$10.9K | 0.73% | 30 |
|
|
2021
Q1 | $2.66M | Buy |
19,509
+1,131
| +6% | +$154K | 0.79% | 29 |
|
|
2020
Q4 | $2.66M | Buy |
+18,378
| New | +$2.66M | 0.86% | 23 |
|