Heritage Family Offices’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$545K	Hold	6,405	–	–	0.28%	88
2025 Q1	$562K	Hold	6,405	–	–	0.29%	85
2024 Q4	$579K	Buy	6,405 +300	+5%	+$27.1K	0.29%	77
2024 Q3	$493K	Buy	+6,105	New	+$493K	0.25%	82