Omnia Family Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Buy |
6,666
+756
| +13% | +$73.9K | 0.24% | 37 |
|
|
2025
Q1 | $520K | Buy |
5,910
+1,319
| +29% | +$116K | 0.22% | 41 |
|
|
2024
Q4 | $416K | Buy |
4,591
+126
| +3% | +$11.4K | 0.17% | 47 |
|
|
2024
Q3 | $361K | Buy |
4,465
+539
| +14% | +$43.5K | 0.15% | 54 |
|
|
2024
Q2 | $266K | Buy |
3,926
+272
| +7% | +$18.4K | 0.11% | 66 |
|
|
2024
Q1 | $221K | Buy |
+3,654
| New | +$221K | 0.1% | 68 |
|
|
2023
Q4 | – | Sell |
-4,173
| Closed | -$222K | – | 70 |
|
|
2023
Q3 | $222K | Buy |
+4,173
| New | +$222K | 0.14% | 61 |
|
|
2022
Q1 | – | Sell |
-4,173
| Closed | -$202K | – | 79 |
|
|
2021
Q4 | $202K | Buy |
+4,173
| New | +$202K | 0.12% | 75 |
|
|
2021
Q2 | – | Sell |
-9,048
| Closed | -$411K | – | 68 |
|
|
2021
Q1 | $411K | Sell |
9,048
-4,608
| -34% | -$209K | 0.3% | 44 |
|
|
2020
Q4 | $659K | Sell |
13,656
-3,768
| -22% | -$182K | 0.6% | 30 |
|
|
2020
Q3 | $813K | Buy |
17,424
+3,669
| +27% | +$171K | 0.78% | 22 |
|
|
2020
Q2 | $549K | Buy |
13,755
+159
| +1% | +$6.35K | 0.54% | 32 |
|
|
2020
Q1 | $517K | Sell |
13,596
-111
| -0.8% | -$4.22K | 0.54% | 36 |
|
|
2019
Q4 | $545K | Buy |
13,707
+5,625
| +70% | +$224K | 0.25% | 52 |
|
|
2019
Q3 | $320K | Hold |
8,082
| – | – | 0.23% | 59 |
|
|
2019
Q2 | $298K | Sell |
8,082
-219
| -3% | -$8.08K | 0.15% | 71 |
|
|
2019
Q1 | $271K | Sell |
8,301
-912
| -10% | -$29.8K | 0.13% | 72 |
|
|
2018
Q4 | $288K | Sell |
9,213
-1,632
| -15% | -$51K | 0.16% | 67 |
|
|
2018
Q3 | $339K | Hold |
10,845
| – | – | 0.16% | 59 |
|
|
2018
Q2 | $310K | Sell |
10,845
-765
| -7% | -$21.9K | 0.15% | 64 |
|
|
2018
Q1 | $346K | Sell |
11,610
-1,026
| -8% | -$30.6K | 0.16% | 55 |
|
|
2017
Q4 | $418K | Sell |
12,636
-2,079
| -14% | -$68.8K | 0.19% | 48 |
|
|
2017
Q3 | $383K | Sell |
14,715
-489
| -3% | -$12.7K | 0.19% | 48 |
|
|
2017
Q2 | $384K | Buy |
15,204
+4,707
| +45% | +$119K | 0.18% | 48 |
|
|
2017
Q1 | $254K | Sell |
10,497
-2,511
| -19% | -$60.8K | 0.12% | 75 |
|
|
2016
Q4 | $302K | Buy |
+13,008
| New | +$302K | 0.15% | 66 |
|