Financial Symmetry’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$260K Buy
2,661
+4
+0.2% +$391 0.13% 42
2025
Q1
$233K Buy
+2,657
New +$233K 0.14% 46