Vestia Personal 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
$309K Buy
3,158
+26
+0.8% +$2.54K 0.21% 72
2025
Q1
$275K Sell
3,132
-23
-0.7% -$2.02K 0.22% 70
2024
Q4
$285K Buy
3,155
+301
+11% +$27.2K 0.23% 66
2024
Q3
$230K Buy
+2,854
New +$230K 0.22% 69