OIA
Optimum Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Sell |
27,246
-225
| -0.8% | -$22K | 1.16% | 16 |
|
|
2025
Q1 | $2.41M | Buy |
27,471
+24
| +0.1% | +$2.11K | 1.14% | 16 |
|
|
2024
Q4 | $2.48M | Sell |
27,447
-1,590
| -5% | -$144K | 1.09% | 17 |
|
|
2024
Q3 | $2.34M | Sell |
29,037
-1,650
| -5% | -$133K | 1.01% | 17 |
|
|
2024
Q2 | $2.08M | Sell |
30,687
-1,284
| -4% | -$86.9K | 0.93% | 18 |
|
|
2024
Q1 | $1.92M | Buy |
31,971
+21,465
| +204% | +$1.29M | 0.88% | 17 |
|
|
2023
Q4 | $1.66M | Sell |
10,506
-1
| -0% | -$158 | 0.83% | 19 |
|
|
2023
Q3 | $1.68M | Sell |
10,507
-634
| -6% | -$101K | 0.86% | 20 |
|
|
2023
Q2 | $1.75M | Buy |
11,141
+1
| +0% | +$157 | 0.86% | 20 |
|
|
2023
Q1 | $1.64M | Hold |
11,140
| – | – | 0.86% | 19 |
|
|
2022
Q4 | $1.58M | Sell |
11,140
-1,600
| -13% | -$227K | 0.86% | 20 |
|
|
2022
Q3 | $1.65M | Sell |
12,740
-760
| -6% | -$98.5K | 0.89% | 19 |
|
|
2022
Q2 | $1.64M | Hold |
13,500
| – | – | 0.82% | 21 |
|
|
2022
Q1 | $2.01M | Sell |
13,500
-699
| -5% | -$104K | 0.85% | 18 |
|
|
2021
Q4 | $2.05M | Sell |
14,199
-190
| -1% | -$27.5K | 0.8% | 24 |
|
|
2021
Q3 | $2.01M | Sell |
14,389
-854
| -6% | -$119K | 0.85% | 24 |
|
|
2021
Q2 | $2.15M | Sell |
15,243
-1,341
| -8% | -$189K | 0.67% | 32 |
|
|
2021
Q1 | $2.25M | Sell |
16,584
-1,114
| -6% | -$151K | 0.66% | 35 |
|
|
2020
Q4 | $2.55M | Buy |
17,698
+135
| +0.8% | +$19.5K | 0.77% | 28 |
|
|
2020
Q3 | $2.46M | Sell |
17,563
-1,314
| -7% | -$184K | 0.82% | 26 |
|
|
2020
Q2 | $2.26M | Sell |
18,877
-117
| -0.6% | -$14K | 0.79% | 23 |
|
|
2020
Q1 | $2.16M | Sell |
18,994
-98
| -0.5% | -$11.1K | 0.88% | 19 |
|
|
2019
Q4 | $2.27M | Buy |
19,092
+200
| +1% | +$23.8K | 0.67% | 27 |
|
|
2019
Q3 | $2.24M | Buy |
18,892
+1,101
| +6% | +$131K | 0.71% | 26 |
|
|
2019
Q2 | $1.97M | Sell |
17,791
-1,514
| -8% | -$167K | 0.64% | 29 |
|
|
2019
Q1 | $1.88M | Sell |
19,305
-136
| -0.7% | -$13.3K | 0.62% | 32 |
|
|
2018
Q4 | $1.81M | Sell |
19,441
-300
| -2% | -$27.9K | 0.62% | 33 |
|
|
2018
Q3 | $1.85M | Sell |
19,741
-398
| -2% | -$37.4K | 0.51% | 39 |
|
|
2018
Q2 | $1.73M | Sell |
20,139
-408
| -2% | -$34.9K | 0.5% | 40 |
|
|
2018
Q1 | $1.83M | Buy |
20,547
+701
| +4% | +$62.4K | 0.54% | 41 |
|
|
2017
Q4 | $1.96M | Buy |
19,846
+100
| +0.5% | +$9.88K | 0.62% | 40 |
|
|
2017
Q3 | $1.54M | Buy |
19,746
+2,032
| +11% | +$159K | 0.52% | 47 |
|
|
2017
Q2 | $1.34M | Buy |
17,714
+5,597
| +46% | +$424K | 0.46% | 56 |
|
|
2017
Q1 | $873K | Buy |
12,117
+1,800
| +17% | +$130K | 0.31% | 98 |
|
|
2016
Q4 | $713K | Sell |
10,317
-300
| -3% | -$20.7K | 0.27% | 106 |
|
|
2016
Q3 | $766K | Sell |
10,617
-325
| -3% | -$23.4K | 0.29% | 102 |
|
|
2016
Q2 | $799K | Buy |
10,942
+200
| +2% | +$14.6K | 0.31% | 98 |
|
|
2016
Q1 | $736K | Sell |
10,742
-1,955
| -15% | -$134K | 0.29% | 107 |
|
|
2015
Q4 | $778K | Sell |
12,697
-2,940
| -19% | -$180K | 0.3% | 101 |
|
|
2015
Q3 | $1.01M | Buy |
+15,637
| New | +$1.01M | 0.41% | 71 |
|
|
2015
Q1 | $1.29M | Sell |
15,712
-950
| -6% | -$78.1K | 0.41% | 61 |
|
|
2014
Q4 | $1.43M | Buy |
16,662
+620
| +4% | +$53.2K | 0.46% | 50 |
|
|
2014
Q3 | $1.23M | Sell |
16,042
-1,065
| -6% | -$81.5K | 0.41% | 59 |
|
|
2014
Q2 | $1.28M | Sell |
17,107
-880
| -5% | -$66.1K | 0.42% | 59 |
|
|
2014
Q1 | $1.38M | Sell |
17,987
-206
| -1% | -$15.7K | 0.52% | 46 |
|
|
2013
Q4 | $1.43M | Sell |
18,193
-214
| -1% | -$16.8K | 0.54% | 46 |
|
|
2013
Q3 | $1.36M | Buy |
+18,407
| New | +$1.36M | 0.56% | 44 |
|