AGH 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
$616K Buy
6,302
+25
+0.4% +$2.44K 0.51% 35
2025
Q1
$551K Buy
6,277
+140
+2% +$12.3K 0.53% 39
2024
Q4
$554K Buy
+6,137
New +$554K 0.51% 41