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Kapstone Financial Advisors’s Walmart WMT Stock Holding History

Kapstone Financial Advisors’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 		$322K Hold
3,297
– – 0.16% 77
2025
Q1 		$289K Hold
3,297
– – 0.16% 78
2024
Q4 		$321K Hold
3,297
– – 0.17% 73
2024
Q3 		$263K Hold
3,297
– – 0.16% 85
2024
Q2 		$223K Buy
+3,297
New +$223K 0.15% 92