Lord & Richards Wealth 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
$1.45M Buy
14,847
+1,765
+13% +$173K 1.52% 19
2025
Q1
$1.15M Buy
13,082
+5,159
+65% +$453K 1.3% 26
2024
Q4
$716K Buy
+7,923
New +$716K 1.51% 21