Heritage Wealth Management (California)’s Walmart WMT Stock Holding History

Heritage Wealth Management (California)’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.02M	Buy
2025 Q1	$912K	Sell
2024 Q4	$940K	Buy
2024 Q3	$835K	Buy
2024 Q2	$694K	Buy
2024 Q1	$615K	Buy
2023 Q4	$521K	Buy