Napa Wealth Management’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-33,036
Closed -$2.98M 216
2024
Q4
$2.98M Buy
33,036
+4,467
+16% +$404K 1.29% 11
2024
Q3
$2.31M Buy
+28,569
New +$2.31M 1.09% 17