Ogorek Anthony Joseph’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $710K | Buy |
5,718
+6
| +0.1% | +$737 | 0.19% | 44 |
|
|
2025
Q4 | $636K | Sell |
5,712
-720
| -11% | -$77.3K | 0.17% | 47 |
|
|
2025
Q3 | $662K | Buy |
6,432
+2,651
| +70% | +$264K | 0.19% | 47 |
|
|
2025
Q2 | $369K | Buy |
3,781
+80
| +2% | +$7.62K | 0.11% | 54 |
|
|
2025
Q1 | $324K | Buy |
3,701
+3,013
| +438% | +$283K | 0.11% | 57 |
|
|
2024
Q4 | $62K | Hold |
688
| – | – | 0.02% | 103 |
|
|
2024
Q3 | $55K | Buy |
688
+1
| +0.1% | +$73 | 0.02% | 111 |
|
|
2024
Q2 | $46K | Buy |
687
+3
| +0.4% | +$189 | 0.02% | 113 |
|
|
2024
Q1 | $41K | Hold |
684
| – | – | 0.01% | 120 |
|
|
2023
Q4 | $35K | Hold |
684
| – | – | 0.01% | 131 |
|
|
2023
Q3 | $36K | Hold |
684
| – | – | 0.01% | 129 |
|
|
2023
Q2 | $35K | Hold |
684
| – | – | 0.01% | 123 |
|
|
2023
Q1 | $33K | Hold |
684
| – | – | 0.01% | 123 |
|
|
2022
Q4 | $32K | Hold |
684
| – | – | 0.01% | 93 |
|
|
2022
Q3 | $29K | Hold |
684
| – | – | 0.01% | 92 |
|
|
2022
Q2 | $27K | Hold |
684
| – | – | 0.01% | 97 |
|
|
2022
Q1 | $33K | Hold |
684
| – | – | 0.01% | 103 |
|
|
2021
Q4 | $32K | Hold |
684
| – | – | 0.01% | 101 |
|
|
2021
Q3 | $31K | Hold |
684
| – | – | 0.01% | 97 |
|
|
2021
Q2 | $32K | Hold |
684
| – | – | 0.01% | 95 |
|
|
2021
Q1 | $30K | Hold |
684
| – | – | 0.01% | 86 |
|
|
2020
Q4 | $32K | Hold |
684
| – | – | 0.02% | 69 |
|
|
2020
Q3 | $31K | Hold |
684
| – | – | 0.02% | 58 |
|
|
2020
Q2 | $27K | Hold |
684
| – | – | 0.02% | 57 |
|
|
2020
Q1 | $25K | Hold |
684
| – | – | 0.01% | 56 |
|
|
2019
Q4 | $27K | Hold |
684
| – | – | 0.01% | 65 |
|
|
2019
Q3 | $27K | Hold |
684
| – | – | 0.02% | 56 |
|
|
2019
Q2 | $25K | Hold |
684
| – | – | 0.02% | 58 |
|
|
2019
Q1 | $22K | Hold |
684
| – | – | 0.01% | 60 |
|
|
2018
Q4 | $21K | Hold |
684
| – | – | 0.02% | 52 |
|
|
2018
Q3 | $21K | Hold |
684
| – | – | 0.02% | 62 |
|
|
2018
Q2 | $19K | Hold |
684
| – | – | 0.01% | 56 |
|
|
2018
Q1 | $20K | Buy |
684
+189
| +38% | +$6.08K | 0.02% | 49 |
|
|
2017
Q4 | $16K | Hold |
495
| – | – | 0.01% | 44 |
|
|
2017
Q3 | $12K | Hold |
495
| – | – | 0.01% | 37 |
|
|
2017
Q2 | $12K | Hold |
495
| – | – | 0.01% | 39 |
|
|
2017
Q1 | $11K | Hold |
495
| – | – | 0.01% | 41 |
|
|
2016
Q4 | $11K | Hold |
495
| – | – | 0.01% | 49 |
|
|
2016
Q3 | $11K | Sell |
495
-189
| -28% | -$4.58K | 0.01% | 49 |
|
|
2016
Q2 | $16K | Buy |
684
+189
| +38% | +$4.38K | 0.01% | 49 |
|
|
2016
Q1 | $11K | Hold |
495
| – | – | 0.01% | 48 |
|
|
2015
Q4 | $10K | Hold |
495
| – | – | 0.01% | 54 |
|
|
2015
Q3 | $11K | Hold |
495
| – | – | 0.01% | 46 |
|
|
2015
Q2 | $12K | Hold |
495
| – | – | 0.01% | 48 |
|
|
2015
Q1 | $14K | Hold |
495
| – | – | 0.01% | 43 |
|
|
2014
Q4 | $14K | Buy |
+495
| New | +$13.4K | 0.01% | 41 |
|
Other funds holding WMT
VCM
VPM