OIA
OneDigital Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Sell |
195,547
-11,959
| -6% | -$1.17M | 0.21% | 97 |
|
|
2025
Q1 | $18.2M | Sell |
207,506
-12,807
| -6% | -$1.12M | 0.22% | 97 |
|
|
2024
Q4 | $19.9M | Sell |
220,313
-26,684
| -11% | -$2.41M | 0.23% | 84 |
|
|
2024
Q3 | $19.9M | Sell |
246,997
-343
| -0.1% | -$27.7K | 0.23% | 86 |
|
|
2024
Q2 | $16.7M | Buy |
247,340
+20,078
| +9% | +$1.36M | 0.21% | 92 |
|
|
2024
Q1 | $13.7M | Buy |
227,262
+151,329
| +199% | +$9.11M | 0.21% | 100 |
|
|
2023
Q4 | $12M | Buy |
75,933
+3,027
| +4% | +$477K | 0.21% | 104 |
|
|
2023
Q3 | $11.7M | Buy |
72,906
+6,170
| +9% | +$987K | 0.25% | 86 |
|
|
2023
Q2 | $10.5M | Sell |
66,736
-2
| -0% | -$314 | 0.23% | 87 |
|
|
2023
Q1 | $9.84M | Buy |
66,738
+2,409
| +4% | +$355K | 0.23% | 84 |
|
|
2022
Q4 | $9.12M | Buy |
64,329
+25,074
| +64% | +$3.56M | 0.26% | 79 |
|
|
2022
Q3 | $5.09M | Buy |
39,255
+4,769
| +14% | +$619K | 0.19% | 87 |
|
|
2022
Q2 | $4.19M | Sell |
34,486
-2,479
| -7% | -$301K | 0.18% | 81 |
|
|
2022
Q1 | $5.5M | Buy |
36,965
+5,631
| +18% | +$838K | 0.21% | 69 |
|
|
2021
Q4 | $4.53M | Sell |
31,334
-265
| -0.8% | -$38.3K | 0.16% | 81 |
|
|
2021
Q3 | $4.4M | Buy |
31,599
+204
| +0.6% | +$28.4K | 0.17% | 79 |
|
|
2021
Q2 | $4.43M | Buy |
31,395
+1,039
| +3% | +$147K | 0.18% | 78 |
|
|
2021
Q1 | $4.12M | Buy |
30,356
+116
| +0.4% | +$15.8K | 0.19% | 78 |
|
|
2020
Q4 | $4.37M | Buy |
30,240
+429
| +1% | +$61.9K | 0.23% | 66 |
|
|
2020
Q3 | $4.17M | Sell |
29,811
-2,077
| -7% | -$291K | 0.29% | 67 |
|
|
2020
Q2 | $3.85M | Buy |
31,888
+1,736
| +6% | +$209K | 0.28% | 76 |
|
|
2020
Q1 | $3.45M | Buy |
30,152
+1,544
| +5% | +$177K | 0.31% | 70 |
|
|
2019
Q4 | $3.4M | Buy |
28,608
+247
| +0.9% | +$29.4K | 0.27% | 79 |
|
|
2019
Q3 | $3.37M | Sell |
28,361
-13,757
| -33% | -$1.63M | 0.3% | 80 |
|
|
2019
Q2 | $4.65M | Buy |
42,118
+19,099
| +83% | +$2.11M | 0.36% | 51 |
|
|
2019
Q1 | $2.26M | Buy |
23,019
+489
| +2% | +$48K | 0.33% | 68 |
|
|
2018
Q4 | $2.1M | Buy |
22,530
+2,600
| +13% | +$242K | 0.35% | 67 |
|
|
2018
Q3 | $1.87M | Buy |
19,930
+1,314
| +7% | +$123K | 0.44% | 40 |
|
|
2018
Q2 | $1.63M | Sell |
18,616
-5,297
| -22% | -$465K | 0.34% | 50 |
|
|
2018
Q1 | $2.18M | Buy |
23,913
+142
| +0.6% | +$13K | 0.48% | 44 |
|
|
2017
Q4 | $2.35M | Buy |
23,771
+1,238
| +5% | +$122K | 0.27% | 40 |
|
|
2017
Q3 | $1.76M | Sell |
22,533
-513
| -2% | -$40.1K | 0.65% | 25 |
|
|
2017
Q2 | $1.86M | Buy |
+23,046
| New | +$1.86M | 0.55% | 38 |
|