Plan Group Financial’s Walmart WMT Stock Holding History

Plan Group Financial’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.37M	Buy
2025 Q2	$2.04M	Buy
2025 Q1	$1.83M	Buy
2024 Q4	$1.22M	Hold
2024 Q3	$1.09M	Buy
2024 Q2	$914K	Sell
2024 Q1	$838K	Buy
2023 Q4	–	Sell
2023 Q3	$315K	Buy