Sightline Wealth Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
3,718
+1,047
+39% +$102K 0.18% 64
2025
Q1
$234K Buy
2,671
+5
+0.2% +$439 0.12% 71
2024
Q4
$241K Hold
2,666
0.13% 75
2024
Q3
$215K Buy
+2,666
New +$215K 0.12% 75