Grunden Financial 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
$226K Sell
2,316
-105
-4% -$10.3K 0.1% 29
2025
Q1
$213K Hold
2,421
0.1% 24
2024
Q4
$219K Buy
+2,421
New +$219K 0.11% 27