Oliver Lagore Vanvalin Investment Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $405K | Buy |
+4,617
| New | +$405K | 0.16% | 102 |
|
2024
Q4 | $416K | Hold |
4,602
| – | – | 0.11% | 94 |
|
2024
Q3 | $372K | Hold |
4,602
| – | – | 0.1% | 96 |
|
2024
Q2 | $312K | Sell |
4,602
-117
| -2% | -$7.92K | 0.09% | 96 |
|
2024
Q1 | $284K | Sell |
4,719
-33
| -0.7% | -$1.99K | 0.08% | 103 |
|
2023
Q4 | $250K | Sell |
4,752
-918
| -16% | -$48.2K | 0.09% | 101 |
|
2023
Q3 | $302K | Sell |
5,670
-6
| -0.1% | -$320 | 0.12% | 102 |
|
2023
Q2 | $297K | Buy |
5,676
+1,620
| +40% | +$84.9K | 0.11% | 112 |
|
2023
Q1 | $199K | Buy |
4,056
+3,123
| +335% | +$153K | 0.09% | 87 |
|
2022
Q4 | $44K | Sell |
933
-369
| -28% | -$17.4K | 0.02% | 188 |
|
2022
Q3 | $56K | Sell |
1,302
-375
| -22% | -$16.1K | 0.04% | 157 |
|
2022
Q2 | $68K | Sell |
1,677
-9,813
| -85% | -$398K | 0.04% | 156 |
|
2022
Q1 | $567K | Sell |
11,490
-116,400
| -91% | -$5.74M | 0.38% | 49 |
|
2021
Q4 | $6.17M | Buy |
+127,890
| New | +$6.17M | 0.44% | 34 |
|