LifePlan Investment 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
$382K Hold
3,902
0.19% 78
2025
Q1
$343K Hold
3,902
0.2% 78
2024
Q4
$353K Buy
3,902
+38
+1% +$3.43K 0.22% 75
2024
Q3
$312K Buy
+3,864
New +$312K 0.2% 74