Brown Financial Advisory’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$465K Buy
4,755
+2,018
+74% +$197K 0.26% 30
2025
Q1
$240K Buy
+2,737
New +$240K 0.15% 45