Michels Family Financial’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$565K Sell
5,777
-128
-2% -$12.5K 0.48% 72
2025
Q1
$518K Buy
5,905
+3
+0.1% +$263 0.47% 73
2024
Q4
$533K Buy
+5,902
New +$533K 0.49% 71