Elevated Capital Advisors’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$238K	Hold	2,714	–	–	0.07%	240
2025 Q1	$238K	Buy	2,714 +207	+8%	+$18.2K	0.07%	240
2024 Q4	$227K	Sell	2,507 -13	-0.5%	-$1.18K	0.06%	247
2024 Q3	$204K	Sell	2,520 -566	-18%	-$45.7K	0.05%	263
2024 Q2	$209K	Buy	+3,086	New	+$209K	0.06%	223