Defined Financial Planning’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
3,512
-453
-11% -$43.2K 0.3% 41
2025
Q1
$352K Buy
3,965
+1,542
+64% +$137K 0.36% 42
2024
Q4
$219K Buy
+2,423
New +$219K 0.23% 70