Omnia Family Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $416K | Buy |
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|
2024
Q3 | $361K | Buy |
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|
2024
Q2 | $266K | Buy |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $411K | Sell |
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|
2020
Q4 | $659K | Sell |
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|
2020
Q3 | $813K | Buy |
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|
2020
Q2 | $549K | Buy |
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|
2020
Q1 | $517K | Sell |
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|
2019
Q4 | $545K | Buy |
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|
2019
Q3 | $320K | Hold |
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|
2019
Q2 | $298K | Sell |
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|
2019
Q1 | $271K | Sell |
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|
2018
Q4 | $288K | Sell |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $310K | Sell |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $418K | Sell |
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|
2017
Q3 | $383K | Sell |
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|
2017
Q2 | $384K | Buy |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $302K | Buy |
|