Chancellor Financial Group WB’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$457K Buy
4,673
+44
+1% +$4.3K 0.35% 56
2025
Q1
$406K Buy
4,629
+205
+5% +$18K 0.34% 64
2024
Q4
$400K Buy
+4,424
New +$400K 0.32% 63