IWA

IVC Wealth Advisors’s Walmart WMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$206K	Buy	+2,108	New	+$206K	0.1%	167
2023 Q4	–	Sell	-5,828	Closed	-$932K	–	174
2023 Q3	$932K	Sell	5,828 -3	-0.1%	-$480	0.62%	42
2023 Q2	$917K	Buy	+5,831	New	+$917K	0.58%	48