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Capstone Wealth Management Group (Oregon)’s Walmart WMT Stock Holding History

Capstone Wealth Management Group (Oregon)’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 		$967K Sell
9,890
-965
-9% -$94.4K 0.7% 39
2025
Q1 		$953K Sell
10,855
-67
-0.6% -$5.88K 0.76% 36
2024
Q4 		$987K Buy
+10,922
New +$987K 0.75% 35