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QTR Family Wealth’s Walmart WMT Stock Holding History

QTR Family Wealth’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 		$920K Sell
9,410
-1,541
-14% -$151K 0.57% 40
2025
Q1 		$961K Buy
+10,951
New +$961K 0.72% 34