Adapt Wealth Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
2,848
-167
-6% -$16.3K 0.12% 52
2025
Q1
$265K Sell
3,015
-180
-6% -$15.8K 0.13% 51
2024
Q4
$289K Hold
3,195
0.14% 61
2024
Q3
$258K Buy
3,195
+130
+4% +$10.5K 0.14% 60
2024
Q2
$208K Buy
+3,065
New +$208K 0.13% 63