Heritage Investment Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Hold
2,958
0.05% 93
2025
Q1
$260K Buy
2,958
+600
+25% +$52.7K 0.05% 94
2024
Q4
$213K Buy
+2,358
New +$213K 0.04% 102