Invera Wealth Advisors’s Walmart WMT Stock Holding History

Invera Wealth Advisors’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 Q3	$798K	Sell
2025 Q2	$759K	Sell
2025 Q1	$683K	Buy
2024 Q1	–	Sell
2023 Q4	$624K	Buy