CWM
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Copia Wealth Management’s Walmart WMT Stock Holding History

Copia Wealth Management’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 		$27.5K Buy
281
+95
+51% +$9.29K 0.02% 211
2025
Q1 		$16.3K Hold
186
– – 0.02% 240
2024
Q4 		$16.8K Buy
+186
New +$16.8K 0.02% 224