Sard Wealth Management Group’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$318K	Sell	3,247 -47	-1%	-$4.6K	0.2%	38
2025 Q1	$289K	Buy	3,294 +306	+10%	+$26.9K	0.19%	34
2024 Q4	$270K	Sell	2,988 -100	-3%	-$9.04K	0.18%	35
2024 Q3	$249K	Buy	+3,088	New	+$249K	0.16%	39