PWM
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Pines Wealth Management’s Walmart WMT Stock Holding History

Pines Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.3M Buy
53,876
+763
+1% +$75K 1.87% 11
2025
Q1 		$4.34M Sell
53,113
-58
-0.1% -$4.74K 2.01% 11
2024
Q4 		$4.94M Buy
+53,171
New +$4.94M 2.15% 8