Silver Oak Securities’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.46M Buy
35,368
+214
+0.6% +$20.9K 0.28% 75
2025
Q1
$2.99M Sell
35,154
-1,155
-3% -$98.3K 0.27% 79
2024
Q4
$3.29M Buy
36,309
+1,643
+5% +$149K 0.31% 72
2024
Q3
$2.76M Buy
34,666
+5,461
+19% +$435K 0.29% 80
2024
Q2
$1.98M Buy
29,205
+3,004
+11% +$203K 0.3% 76
2024
Q1
$1.58M Sell
26,201
-232
-0.9% -$14K 0.24% 94
2023
Q4
$1.39M Buy
26,433
+9,771
+59% +$513K 0.19% 127
2023
Q3
$888K Sell
16,662
-4,161
-20% -$222K 0.19% 97
2023
Q2
$1.09M Buy
20,823
+2,289
+12% +$120K 0.18% 114
2023
Q1
$911K Buy
18,534
+6
+0% +$295 0.15% 124
2022
Q4
$876K Buy
18,528
+1,866
+11% +$88.2K 0.16% 103
2022
Q3
$888K Buy
16,662
+534
+3% +$28.5K 0.19% 97
2022
Q2
$710K Sell
16,128
-450
-3% -$19.8K 0.16% 105
2022
Q1
$866K Buy
+16,578
New +$866K 0.18% 120