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BCU Wealth Advisors’s Walmart WMT Stock Holding History

BCU Wealth Advisors’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$290K Buy
2,969
+485
+20% +$47.4K 0.13% 46
2025
Q1 		$218K Buy
2,484
+4
+0.2% +$351 0.11% 48
2024
Q4 		$224K Hold
2,480
– – 0.13% 49
2024
Q3 		$200K Buy
+2,480
New +$200K 0.12% 52