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Burling Wealth Partners’s Walmart WMT Stock Holding History

Burling Wealth Partners’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 		$344K Sell
3,514
-550
-14% -$53.8K 0.06% 144
2025
Q1 		$357K Sell
4,064
-100
-2% -$8.78K 0.08% 135
2024
Q4 		$376K Buy
+4,164
New +$376K 0.08% 132