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Onyx Bridge Wealth Group’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$797K Sell
8,155
-69
-0.8% -$6.75K 0.11% 134
2025
Q1
$722K Sell
8,224
-232
-3% -$20.4K 0.1% 126
2024
Q4
$764K Sell
8,456
-171
-2% -$15.5K 0.11% 119
2024
Q3
$697K Buy
8,627
+2,061
+31% +$166K 0.11% 130
2024
Q2
$445K Sell
6,566
-204
-3% -$13.8K 0.07% 161
2024
Q1
$407K Buy
6,770
+4,919
+266% +$296K 0.07% 165
2023
Q4
$292K Sell
1,851
-130
-7% -$20.5K 0.06% 191
2023
Q3
$317K Buy
1,981
+24
+1% +$3.84K 0.07% 170
2023
Q2
$308K Buy
+1,957
New +$308K 0.07% 170
2022
Q2
Sell
-1,544
Closed -$238K 190
2022
Q1
$238K Buy
+1,544
New +$238K 0.09% 123