Poinciana Advisors Group’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$264K Sell
2,701
-49
-2% -$4.79K 0.24% 84
2025
Q1
$241K Sell
2,750
-9
-0.3% -$790 0.25% 71
2024
Q4
$249K Buy
+2,759
New +$249K 0.25% 73