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1858 Wealth Management’s Walmart WMT Stock Holding History

1858 Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,939
Closed -$537K – 134
2024
Q4 		$537K Sell
5,939
-611
-9% -$55.2K 0.43% 61
2024
Q3 		$529K Buy
+6,550
New +$529K 0.44% 60