Avantra Family Wealth’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$469K	Buy	4,800 +320	+7%	+$31.3K	0.39%	71
2025 Q1	$393K	Buy	4,480 +2	+0%	+$176	0.38%	93
2024 Q4	$405K	Buy	+4,478	New	+$405K	0.38%	101