Rooted Wealth Advisors’s Walmart WMT Stock Holding History

Rooted Wealth Advisors’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	$604K	Buy
2025 Q2	$496K	Buy
2025 Q1	$381K	Buy
2024 Q4	$394K	Buy
2024 Q3	$335K	Sell
2024 Q2	$307K	Buy
2023 Q2	–	Sell
2023 Q1	$277K	Buy
2022 Q4	$260K	Buy