Elevate Wealth Advisory’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$288K Buy
2,948
+56
+2% +$5.48K 0.21% 63
2025
Q1
$255K Buy
2,892
+24
+0.8% +$2.11K 0.18% 63
2024
Q4
$260K Buy
2,868
+35
+1% +$3.17K 0.19% 61
2024
Q3
$229K Buy
+2,833
New +$229K 0.17% 65