Oxford Financial Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $690K | Sell |
7,061
-1,185
| -14% | -$116K | 0.04% | 103 |
|
|
2025
Q1 | $724K | Sell |
8,246
-5,319
| -39% | -$467K | 0.05% | 101 |
|
|
2024
Q4 | $1.23M | Sell |
13,565
-276
| -2% | -$24.9K | 0.08% | 78 |
|
|
2024
Q3 | $1.12M | Sell |
13,841
-2,327
| -14% | -$188K | 0.07% | 86 |
|
|
2024
Q2 | $1.09M | Buy |
16,168
+922
| +6% | +$62.4K | 0.07% | 85 |
|
|
2024
Q1 | $917K | Buy |
15,246
+363
| +2% | +$21.8K | 0.06% | 85 |
|
|
2023
Q4 | $782K | Sell |
14,883
-3,315
| -18% | -$174K | 0.06% | 97 |
|
|
2023
Q3 | $970K | Sell |
18,198
-1,617
| -8% | -$86.2K | 0.08% | 77 |
|
|
2023
Q2 | $1.04M | Buy |
19,815
+8,934
| +82% | +$468K | 0.1% | 72 |
|
|
2023
Q1 | $535K | Buy |
10,881
+900
| +9% | +$44.2K | 0.06% | 104 |
|
|
2022
Q4 | $472K | Buy |
9,981
+1,008
| +11% | +$47.6K | 0.05% | 119 |
|
|
2022
Q3 | $388K | Sell |
8,973
-564
| -6% | -$24.4K | 0.06% | 121 |
|
|
2022
Q2 | $387K | Buy |
9,537
+1,164
| +14% | +$47.2K | 0.06% | 126 |
|
|
2022
Q1 | $416K | Sell |
8,373
-534
| -6% | -$26.5K | 0.05% | 130 |
|
|
2021
Q4 | $430K | Buy |
8,907
+687
| +8% | +$33.2K | 0.05% | 131 |
|
|
2021
Q3 | $382K | Sell |
8,220
-201
| -2% | -$9.34K | 0.05% | 131 |
|
|
2021
Q2 | $396K | Sell |
8,421
-75
| -0.9% | -$3.53K | 0.05% | 126 |
|
|
2021
Q1 | $385K | Buy |
8,496
+75
| +0.9% | +$3.4K | 0.05% | 126 |
|
|
2020
Q4 | $405K | Sell |
8,421
-84
| -1% | -$4.04K | 0.06% | 125 |
|
|
2020
Q3 | $397K | Sell |
8,505
-3,426
| -29% | -$160K | 0.06% | 107 |
|
|
2020
Q2 | $476K | Buy |
11,931
+3,531
| +42% | +$141K | 0.08% | 98 |
|
|
2020
Q1 | $318K | Buy |
+8,400
| New | +$318K | 0.06% | 111 |
|