WA
WMT icon

Whipplewood Advisors’s Walmart WMT Stock Holding History

Whipplewood Advisors’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 		$256K Sell
2,616
-214
-8% -$20.9K 0.14% 143
2025
Q1 		$230K Buy
2,830
+260
+10% +$21.1K 0.14% 143
2024
Q4 		$232K Buy
+2,570
New +$232K 0.13% 144