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Claris Financial’s Walmart WMT Stock Holding History

Claris Financial’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 		$444K Buy
4,538
+611
+16% +$59.7K 0.33% 77
2025
Q1 		$355K Hold
3,927
– – 0.23% 98
2024
Q4 		$355K Buy
+3,927
New +$355K 0.23% 98