Marshall & Sterling 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
$207K Sell
2,117
-14
-0.7% -$1.37K 0.14% 80
2025
Q1
$187K Buy
2,131
+495
+30% +$43.5K 0.13% 85
2024
Q4
$148K Buy
+1,636
New +$148K 0.1% 92