Retirement Planning Group (New York)’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$547K Buy
5,596
+1
+0% +$98 0.48% 40
2025
Q1
$491K Buy
5,595
+341
+6% +$29.9K 0.5% 40
2024
Q4
$475K Buy
+5,254
New +$475K 0.52% 40