LifeGoal Wealth Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Sell
2,217
-739
-25% -$72.3K 0.21% 60
2025
Q1
$260K Buy
2,956
+1
+0% +$88 0.28% 50
2024
Q4
$267K Buy
+2,955
New +$267K 0.29% 50