SWM
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StoneCrest Wealth Management’s Walmart WMT Stock Holding History

StoneCrest Wealth Management’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$238K Sell
2,436
-113
-4% -$11K 0.11% 68
2025
Q1 		$224K Sell
2,549
-162
-6% -$14.2K 0.14% 64
2024
Q4 		$245K Sell
2,711
-173
-6% -$15.6K 0.16% 57
2024
Q3 		$233K Buy
+2,884
New +$233K 0.17% 57