McCarter Private Wealth Services’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$374K Hold
3,825
0.21% 84
2025
Q1
$336K Hold
3,825
0.22% 76
2024
Q4
$346K Hold
3,825
0.22% 75
2024
Q3
$309K Buy
+3,825
New +$309K 0.2% 81