SWM
SilverOak Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Buy |
5,898
+540
| +10% | +$52.8K | 0.11% | 62 |
|
|
2025
Q1 | $470K | Hold |
5,358
| – | – | 0.1% | 62 |
|
|
2024
Q4 | $484K | Sell |
5,358
-84
| -2% | -$7.59K | 0.1% | 60 |
|
|
2024
Q3 | $439K | Buy |
5,442
+243
| +5% | +$19.6K | 0.1% | 64 |
|
|
2024
Q2 | $352K | Buy |
5,199
+717
| +16% | +$48.5K | 0.08% | 70 |
|
|
2024
Q1 | $270K | Buy |
4,482
+2,988
| +200% | +$180K | 0.07% | 78 |
|
|
2023
Q4 | $236K | Buy |
+1,494
| New | +$236K | 0.06% | 76 |
|