WFA of San Diego’s Walmart Inc WMT Stock Holding History

WFA of San Diego’s Portfolio WMT Stock Details WMT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.7K	Buy
2024 Q3	$13K	Hold
2024 Q2	$10.9K	Buy
2023 Q3	$9.44K	Hold
2023 Q2	$9.27K	Buy
2023 Q1	–	Sell
2022 Q4	$17.9K	Buy
2022 Q3	–	Sell
2022 Q2	$1K	Buy
2020 Q3	–	Sell
2020 Q2	$280K	Buy