Total Wealth Planning & Management’s Walmart WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$841K	Sell	8,597 -425	-5%	-$41.6K	0.68%	36
2025 Q1	$792K	Sell	9,022 -426	-5%	-$37.4K	0.75%	33
2024 Q4	$854K	Buy	+9,448	New	+$854K	0.77%	26