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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.24M	Sell	74,003 -2,646	-3%	-$259K	2.34%	6
2025 Q1	$6.73M	Sell	76,649 -2,800	-4%	-$246K	2.29%	7
2024 Q4	$7.18M	Sell	79,449 -929	-1%	-$83.9K	2.39%	7
2024 Q3	$6.49M	Buy	80,378 +325	+0.4%	+$26.2K	2.13%	7
2024 Q2	$5.61M	Buy	+80,053	New	+$5.61M	1.88%	7