Canandaigua National Trust of Florida’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$392K Hold
4,013
0.28% 89
2025
Q1
$352K Sell
4,013
-200
-5% -$17.6K 0.31% 79
2024
Q4
$381K Buy
4,213
+1,240
+42% +$112K 0.3% 79
2024
Q3
$240K Buy
+2,973
New +$240K 0.21% 92