Pasadena Private Wealth’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$398K Buy
4,069
+750
+23% +$73.3K 0.07% 120
2025
Q1
$291K Buy
+3,319
New +$291K 0.06% 148