Ipsen Advisor Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.87M Buy
19,151
+268
+1% +$26.2K 1.43% 19
2025
Q1
$1.66M Buy
18,883
+41
+0.2% +$3.6K 1.43% 17
2024
Q4
$1.7M Buy
+18,842
New +$1.7M 1.45% 17
2022
Q4
$1.07M Buy
+22,629
New +$1.07M 1.23% 17