Wellspring Financial Advisors’s Walmart WMT Stock Holding History

Wellspring Financial Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$601K	Buy
2025 Q1	$496K	Sell
2024 Q4	$565K	Sell
2024 Q3	$542K	Sell
2024 Q2	$463K	Buy
2024 Q1	$396K	Buy
2023 Q4	$244K	Buy
2023 Q3	$212K	Buy