OWA
One Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Sell |
4,935
-26
| -0.5% | -$2.54K | 0.07% | 160 |
|
|
2025
Q1 | $437K | Hold |
4,961
| – | – | 0.07% | 168 |
|
|
2024
Q4 | $448K | Sell |
4,961
-3,196
| -39% | -$289K | 0.07% | 132 |
|
|
2024
Q3 | $659K | Sell |
8,157
-1,342
| -14% | -$108K | 0.1% | 108 |
|
|
2024
Q2 | $645K | Buy |
9,499
+2,390
| +34% | +$162K | 0.14% | 82 |
|
|
2024
Q1 | $429K | Buy |
7,109
+5,403
| +317% | +$326K | 0.07% | 140 |
|
|
2023
Q4 | $270K | Buy |
1,706
+13
| +0.8% | +$2.06K | 0.05% | 173 |
|
|
2023
Q3 | $271K | Sell |
1,693
-38
| -2% | -$6.08K | 0.06% | 149 |
|
|
2023
Q2 | $272K | Buy |
1,731
+28
| +2% | +$4.4K | 0.06% | 157 |
|
|
2023
Q1 | $251K | Buy |
1,703
+858
| +102% | +$127K | 0.06% | 166 |
|
|
2022
Q4 | $120K | Buy |
+845
| New | +$120K | 0.03% | 263 |
|
|
2018
Q3 | – | Sell |
-5,180
| Closed | -$444K | – | 629 |
|
|
2018
Q2 | $444K | Sell |
5,180
-47
| -0.9% | -$4.03K | 0.35% | 38 |
|
|
2018
Q1 | $468K | Sell |
5,227
-570
| -10% | -$51K | 0.41% | 27 |
|
|
2017
Q4 | $573K | Buy |
+5,797
| New | +$573K | 0.47% | 27 |
|