Capital & Planning LLC’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.26M	Sell	12,903 -683	-5%	-$66.8K	0.86%	25
2025 Q1	$1.19M	Sell	13,586 -137	-1%	-$12K	0.89%	26
2024 Q4	$1.24M	Buy	+13,723	New	+$1.24M	0.91%	26