LFS
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Lutz Financial Services’s Walmart WMT Stock Holding History

Lutz Financial Services’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$242K Sell
2,476
-28
-1% -$2.74K 0.02% 91
2025
Q1 		$220K Sell
2,504
-14
-0.6% -$1.23K 0.02% 90
2024
Q4 		$228K Sell
2,518
-169
-6% -$15.3K 0.02% 88
2024
Q3 		$217K Buy
+2,687
New +$217K 0.02% 86