AssuredPartners Investment 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	$914K	Sell	9,344 -737	-7%	-$72.1K	0.22%	87
2025 Q1	$885K	Buy	10,081 +54	+0.5%	+$4.74K	0.17%	136
2024 Q4	$906K	Buy	+10,027	New	+$906K	0.18%	134