Investment Planning Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
4,070
+490
+14% +$47.9K 0.14% 59
2025
Q1
$314K Buy
3,580
+1,356
+61% +$119K 0.13% 58
2024
Q4
$201K Buy
+2,224
New +$201K 0.09% 63