Blue Zone Wealth 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
$204K Sell
2,085
-429
-17% -$41.9K 0.05% 104
2025
Q1
$221K Sell
2,514
-75
-3% -$6.58K 0.06% 95
2024
Q4
$234K Buy
+2,589
New +$234K 0.07% 94