Asset Planning Corporation’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$222K Buy
+2,271
New +$222K 0.12% 41
2025
Q1
Sell
-2,298
Closed -$208K 45
2024
Q4
$208K Buy
+2,298
New +$208K 0.13% 42