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Brophy Wealth Management, LLC

SEC CIK
0002032097
Latest filing
Nov 15, 2024

WMT holding history

Walmart Inc. in every 13F filed by Brophy Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q3 2024 holdings

Shares (Q3 2024)
25,661
Value
$2.07M
% of portfolio
0.7%
Quarters held
1
Since Q3 2024
Holdings of WMT by Brophy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202425,661$2.07M0.7%–No prior filingHolders