SkyOak Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
2,458
| – | – | 0.05% | 215 |
|
|
2025
Q1 | $216K | Buy |
+2,458
| New | +$216K | 0.05% | 219 |
|
|
2020
Q2 | – | Sell |
-5,928
| Closed | -$225K | – | 262 |
|
|
2020
Q1 | $225K | Buy |
5,928
+798
| +16% | +$30.3K | 0.12% | 185 |
|
|
2019
Q4 | $203K | Buy |
+5,130
| New | +$203K | 0.06% | 292 |
|