Safe Harbor Fiduciary’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$697K	Sell	7,124 -1,214	-15%	-$119K	0.65%	36
2025 Q1	$732K	Sell	8,338 -65	-0.8%	-$5.71K	0.76%	30
2024 Q4	$759K	Sell	8,403 -307	-4%	-$27.7K	0.77%	28
2024 Q3	$703K	Buy	+8,710	New	+$703K	0.66%	31