Lakeshore Financial Planning’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$259K	Hold	2,647	–	–	0.1%	62
2025 Q1	$232K	Sell	2,647 -177	-6%	-$15.5K	0.1%	65
2024 Q4	$255K	Hold	2,824	–	–	0.11%	59
2024 Q3	$228K	Buy	+2,824	New	+$228K	0.1%	66