Morris Financial Concepts’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$403K Buy
4,120
+6
+0.1% +$587 0.16% 77
2025
Q1
$361K Buy
4,114
+95
+2% +$8.34K 0.15% 87
2024
Q4
$363K Buy
4,019
+596
+17% +$53.8K 0.16% 81
2024
Q3
$276K Buy
+3,423
New +$276K 0.12% 93