POIA
Pin Oak Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
16,537
-100
| -0.6% | -$8.77K | 1.23% | 19 |
|
|
2025
Q1 | $1.48M | Buy |
16,637
+700
| +4% | +$62.3K | 1.13% | 21 |
|
|
2024
Q4 | $1.29M | Hold |
15,937
| – | – | 1.17% | 18 |
|
|
2024
Q3 | $1.29M | Sell |
15,937
-2,338
| -13% | -$189K | 1.17% | 18 |
|
|
2024
Q2 | $1.24M | Buy |
18,275
+438
| +2% | +$29.6K | 1.18% | 19 |
|
|
2024
Q1 | $1.07M | Buy |
17,837
+11,671
| +189% | +$702K | 1.03% | 20 |
|
|
2023
Q4 | $975K | Buy |
6,166
+100
| +2% | +$15.8K | 0.99% | 23 |
|
|
2023
Q3 | $970K | Hold |
6,066
| – | – | 1.09% | 21 |
|
|
2023
Q2 | $953K | Sell |
6,066
-300
| -5% | -$47.1K | 1.06% | 21 |
|
|
2023
Q1 | $939K | Sell |
6,366
-335
| -5% | -$49.4K | 1.16% | 22 |
|
|
2022
Q4 | $950K | Buy |
6,701
+71
| +1% | +$10.1K | 1.17% | 25 |
|
|
2022
Q3 | $860K | Sell |
6,630
-97
| -1% | -$12.6K | 1.08% | 25 |
|
|
2022
Q2 | $818K | Sell |
6,727
-264
| -4% | -$32.1K | 1% | 29 |
|
|
2022
Q1 | $1.04M | Sell |
6,991
-80
| -1% | -$11.9K | 1.11% | 25 |
|
|
2021
Q4 | $1.02M | Buy |
7,071
+55
| +0.8% | +$7.96K | 1.04% | 25 |
|
|
2021
Q3 | $978K | Hold |
7,016
| – | – | 1.08% | 26 |
|
|
2021
Q2 | $989K | Buy |
7,016
+260
| +4% | +$36.7K | 1.01% | 28 |
|
|
2021
Q1 | $918K | Sell |
6,756
-80
| -1% | -$10.9K | 0.78% | 38 |
|
|
2020
Q4 | $985K | Buy |
6,836
+238
| +4% | +$34.3K | 0.81% | 39 |
|
|
2020
Q3 | $923K | Sell |
6,598
-1,424
| -18% | -$199K | 0.89% | 38 |
|
|
2020
Q2 | $961K | Sell |
8,022
-507
| -6% | -$60.7K | 0.89% | 40 |
|
|
2020
Q1 | $969K | Sell |
8,529
-476
| -5% | -$54.1K | 1.02% | 39 |
|
|
2019
Q4 | $1.07M | Sell |
9,005
-728
| -7% | -$86.5K | 0.86% | 38 |
|
|
2019
Q3 | $1.16M | Sell |
9,733
-1,115
| -10% | -$132K | 0.95% | 38 |
|
|
2019
Q2 | $1.2M | Sell |
10,848
-193
| -2% | -$21.3K | 0.93% | 43 |
|
|
2019
Q1 | $1.08M | Sell |
11,041
-416
| -4% | -$40.6K | 0.86% | 44 |
|
|
2018
Q4 | $1.07M | Buy |
11,457
+414
| +4% | +$38.6K | 0.95% | 44 |
|
|
2018
Q3 | $1.04M | Sell |
11,043
-670
| -6% | -$62.9K | 0.78% | 45 |
|
|
2018
Q2 | $1M | Sell |
11,713
-122
| -1% | -$10.4K | 0.74% | 47 |
|
|
2018
Q1 | $1.05M | Hold |
11,835
| – | – | 0.85% | 42 |
|
|
2017
Q4 | $1.17M | Buy |
+11,835
| New | +$1.17M | 0.9% | 42 |
|