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Crux Wealth Advisors’s Walmart WMT Stock Holding History

Crux Wealth Advisors’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 		$601K Sell
6,151
-6,526
-51% -$638K 0.26% 100
2025
Q1 		$1.11M Sell
12,677
-4,612
-27% -$405K 0.58% 59
2024
Q4 		$1.56M Buy
+17,289
New +$1.56M 0.87% 35