OneAscent Family Office’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$860K Sell
8,793
-9,329
-51% -$912K 0.81% 31
2025
Q1
$1.61M Buy
18,122
+15,801
+681% +$1.4M 1.5% 13
2024
Q4
$210K Buy
+2,321
New +$210K 0.38% 76