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Bernard Wealth Management’s Walmart WMT Stock Holding History

Bernard Wealth Management’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 		$2.35M Buy
24,047
+602
+3% +$58.9K 1.09% 21
2025
Q1 		$2.06M Sell
23,445
-84
-0.4% -$7.37K 1.01% 23
2024
Q4 		$2.13M Buy
+23,529
New +$2.13M 1% 21