OneDigital Investment Advisors’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 | $19.1M | Sell |
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|
2025
Q1 | $18.2M | Sell |
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|
2024
Q4 | $19.9M | Sell |
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|
2024
Q3 | $19.9M | Sell |
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|
2024
Q2 | $16.7M | Buy |
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|
2024
Q1 | $13.7M | Sell |
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|
2023
Q4 | $12M | Buy |
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|
2023
Q3 | $11.7M | Buy |
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|
2023
Q2 | $10.5M | Sell |
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|
2023
Q1 | $9.84M | Buy |
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|
2022
Q4 | $9.12M | Buy |
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|
2022
Q3 | $5.09M | Buy |
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|
2022
Q2 | $4.19M | Sell |
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|
2022
Q1 | $5.5M | Buy |
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|
2021
Q4 | $4.53M | Sell |
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|
2021
Q3 | $4.4M | Buy |
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|
2021
Q2 | $4.43M | Buy |
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|
2021
Q1 | $4.12M | Buy |
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|
2020
Q4 | $4.37M | Buy |
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|
2020
Q3 | $4.17M | Sell |
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|
2020
Q2 | $3.85M | Buy |
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|
2020
Q1 | $3.45M | Buy |
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|
2019
Q4 | $3.4M | Buy |
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|
2019
Q3 | $3.37M | Sell |
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|
2019
Q2 | $4.65M | Buy |
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|
2019
Q1 | $2.26M | Buy |
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|
2018
Q4 | $2.1M | Buy |
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|
2018
Q3 | $1.87M | Buy |
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|
2018
Q2 | $1.63M | Sell |
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|
2018
Q1 | $2.18M | Buy |
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|
2017
Q4 | $2.35M | Buy |
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|
2017
Q3 | $1.76M | Sell |
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|
2017
Q2 | $1.86M | Buy |
|