PWA
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Principia Wealth Advisory’s Walmart WMT Stock Holding History

Principia Wealth Advisory’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 		$145K Buy
1,486
+153
+11% +$15K 0.12% 75
2025
Q1 		$119K Sell
1,333
-918
-41% -$82.3K 0.11% 62
2024
Q4 		$203K Buy
+2,251
New +$203K 0.19% 47