Bernardo Wealth Planning LLC's ownership history for WMT

Bernardo Wealth Planning LLC currently holds 7.0K shares with a market value of $723.7K. It started holding WMT on 2024-09-30. At its peak, it held 7.0K shares on 2025-09-30. Its highest holding value was $723.7K on 2025-09-30. At its lowest, it held 6.8K shares on 2024-09-30, with a value of $547 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 5. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 258.