Elser 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
$234K Buy
2,394
+5
+0.2% +$489 0.29% 63
2025
Q1
$210K Buy
2,389
+4
+0.2% +$351 0.29% 64
2024
Q4
$215K Buy
+2,385
New +$215K 0.01% 106