MWA
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Martel Wealth Advisors’s Walmart WMT Stock Holding History

Martel Wealth Advisors’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 		$235K Hold
2,400
– – 0.04% 65
2025
Q1 		$211K Hold
2,400
– – 0.04% 69
2024
Q4 		$217K Buy
+2,400
New +$217K 0.04% 68