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Haven Private’s Walmart WMT Stock Holding History

Haven Private’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.98M Buy
40,707
+612
+2% +$59.8K 1.77% 11
2025
Q1 		$3.52M Sell
40,095
-380
-0.9% -$33.4K 1.99% 10
2024
Q4 		$3.66M Buy
+40,475
New +$3.66M 2.04% 10