West Oak Capital’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85K | Buy |
2,912
+162
| +6% | +$158 | 0.11% | 106 |
|
|
2025
Q1 | $2.41K | Hold |
2,750
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $2.49M | Hold |
2,750
| – | – | 0.09% | 106 |
|
|
2024
Q3 | $2.22K | Sell |
2,750
-250
| -8% | -$202 | 0.04% | 112 |
|
|
2024
Q2 | $203K | Buy |
+3,000
| New | +$203K | 0.08% | 119 |
|
|
2021
Q2 | – | Sell |
-4,440
| Closed | -$201K | – | 376 |
|
|
2021
Q1 | $201K | Hold |
4,440
| – | – | 0.09% | 124 |
|
|
2020
Q4 | $213K | Sell |
4,440
-225
| -5% | -$10.8K | 0.1% | 115 |
|
|
2020
Q3 | $218K | Buy |
+4,665
| New | +$218K | 0.12% | 105 |
|
|
2019
Q3 | – | Sell |
-2,850
| Closed | -$105K | – | 325 |
|
|
2019
Q2 | $105K | Hold |
2,850
| – | – | 0.06% | 139 |
|
|
2019
Q1 | $93K | Hold |
2,850
| – | – | 0.06% | 140 |
|
|
2018
Q4 | $88.5K | Hold |
2,850
| – | – | 0.06% | 137 |
|
|
2018
Q3 | $89.2K | Hold |
2,850
| – | – | 0.05% | 154 |
|
|
2018
Q2 | $81.4K | Hold |
2,850
| – | – | 0.05% | 156 |
|
|
2018
Q1 | $84.5K | Hold |
2,850
| – | – | 0.05% | 159 |
|
|
2017
Q4 | $93.8K | Hold |
2,850
| – | – | 0.06% | 140 |
|
|
2017
Q3 | $74.2K | Hold |
2,850
| – | – | 0.04% | 162 |
|
|
2017
Q2 | $71.9K | Hold |
2,850
| – | – | 0.04% | 163 |
|
|
2017
Q1 | $68.5K | Hold |
2,850
| – | – | 0.04% | 164 |
|
|
2016
Q4 | $65.7K | Hold |
2,850
| – | – | 0.04% | 167 |
|
|
2016
Q3 | $68.5K | Hold |
2,850
| – | – | 0.05% | 158 |
|
|
2016
Q2 | $69.4K | Hold |
2,850
| – | – | 0.05% | 148 |
|
|
2016
Q1 | $65.1K | Hold |
2,850
| – | – | 0.05% | 138 |
|
|
2015
Q4 | $58.2K | Hold |
2,850
| – | – | 0.05% | 144 |
|
|
2015
Q3 | $61.6K | Hold |
2,850
| – | – | 0.05% | 141 |
|
|
2015
Q2 | $67.4K | Hold |
2,850
| – | – | 0.05% | 138 |
|
|
2015
Q1 | $78.1K | Hold |
2,850
| – | – | 0.06% | 135 |
|
|
2014
Q4 | $81.6K | Hold |
2,850
| – | – | 0.06% | 131 |
|
|
2014
Q3 | $72.6K | Hold |
2,850
| – | – | 0.05% | 132 |
|
|
2014
Q2 | $71.3K | Hold |
2,850
| – | – | 0.05% | 135 |
|
|
2014
Q1 | $72.6K | Hold |
2,850
| – | – | 0.05% | 132 |
|
|
2013
Q4 | $74.8K | Hold |
2,850
| – | – | 0.06% | 130 |
|
|
2013
Q3 | $70.3K | Hold |
2,850
| – | – | 0.06% | 129 |
|
|
2013
Q2 | $70.8K | Buy |
+2,850
| New | +$70.8K | 0.06% | 126 |
|