Warner Financial’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Hold
2,984
0.12% 98
2025
Q1
$262K Hold
2,984
0.12% 102
2024
Q4
$270K Hold
2,984
0.12% 101
2024
Q3
$241K Hold
2,984
0.11% 109
2024
Q2
$202K Buy
+2,984
New +$202K 0.1% 110