Lifestyle Asset Management’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$350K	Buy	3,584 +636	+22%	+$62.2K	0.16%	90
2025 Q1	$259K	Buy	+2,948	New	+$259K	0.14%	89
2023 Q2	–	Sell	-4,878	Closed	-$240K	–	100
2023 Q1	$240K	Buy	4,878 +504	+12%	+$24.8K	0.16%	56
2022 Q4	$207K	Buy	+4,374	New	+$207K	0.17%	67