Kelleher Financial Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$148K Buy
2015
Q1
Sell
2014
Q4
$206K Buy
2014
Q1
Sell
2013
Q4
$227K Hold
2013
Q3
$213K Hold
2013
Q2
$215K Buy