AdviceOne Advisory Services’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$500K Sell
5,113
-1,970
-28% -$193K 0.37% 14
2025
Q1
$622K Sell
7,083
-243
-3% -$21.3K 0.51% 10
2024
Q4
$662K Buy
+7,326
New +$662K 0.59% 8