Websterrogers Financial 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
$434K Sell
4,438
-50
-1% -$4.89K 0.14% 51
2025
Q1
$394K Buy
4,488
+116
+3% +$10.2K 0.13% 53
2024
Q4
$395K Buy
4,372
+1,710
+64% +$155K 0.14% 52
2024
Q3
$215K Buy
+2,662
New +$215K 0.08% 67