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Waller Financial Planning Group’s Walmart WMT Stock Holding History

Waller Financial Planning Group’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 		$419K Sell
4,286
-439
-9% -$42.9K 0.1% 55
2025
Q1 		$415K Buy
4,725
+1,921
+69% +$169K 0.12% 54
2024
Q4 		$253K Hold
2,804
– – 0.06% 63
2024
Q3 		$226K Buy
+2,804
New +$226K 0.06% 65