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Instrumental Wealth’s Walmart WMT Stock Holding History

Instrumental Wealth’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 		$230K Buy
2,409
+91
+4% +$8.68K 0.18% 51
2025
Q1 		$220K Sell
2,318
-32
-1% -$3.04K 0.2% 49
2024
Q4 		$223K Buy
+2,350
New +$223K 0.21% 47