Okabena Investment Services’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Hold |
7,647
| – | – | 0.17% | 86 |
|
|
2025
Q1 | $671K | Sell |
7,647
-30
| -0.4% | -$2.63K | 0.17% | 86 |
|
|
2024
Q4 | $694K | Hold |
7,677
| – | – | 0.19% | 78 |
|
|
2024
Q3 | $620K | Sell |
7,677
-8,343
| -52% | -$674K | 0.17% | 81 |
|
|
2024
Q2 | $1.08M | Buy |
16,020
+8,343
| +109% | +$565K | 0.34% | 58 |
|
|
2024
Q1 | $462K | Sell |
7,677
-96
| -1% | -$5.78K | 0.15% | 88 |
|
|
2023
Q4 | $408K | Buy |
+7,773
| New | +$408K | 0.16% | 87 |
|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$142K | – | 254 |
|
|
2022
Q4 | $142K | Sell |
3,000
-12,990
| -81% | -$614K | 0.09% | 86 |
|
|
2022
Q3 | $691K | Buy |
15,990
+8,343
| +109% | +$361K | 0.33% | 74 |
|
|
2022
Q2 | $310K | Buy |
7,647
+3,000
| +65% | +$122K | 0.16% | 81 |
|
|
2022
Q1 | $231K | Hold |
4,647
| – | – | 0.1% | 96 |
|
|
2021
Q4 | $224K | Buy |
+4,647
| New | +$224K | 0.09% | 103 |
|