Capstone Financial 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
$3.14M Sell
32,161
-392
-1% -$38.3K 0.18% 35
2025
Q1
$2.86M Sell
32,553
-6,102
-16% -$536K 0.18% 36
2024
Q4
$3.49M Buy
+38,655
New +$3.49M 0.22% 34