LWM
Lakeridge Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Sell |
7,697
-490
| -6% | -$47.9K | 0.35% | 48 |
|
|
2025
Q1 | $719K | Buy |
8,187
+187
| +2% | +$16.4K | 0.36% | 51 |
|
|
2024
Q4 | $723K | Sell |
8,000
-131
| -2% | -$11.8K | 0.37% | 46 |
|
|
2024
Q3 | $657K | Buy |
8,131
+46
| +0.6% | +$3.71K | 0.36% | 53 |
|
|
2024
Q2 | $547K | Buy |
8,085
+576
| +8% | +$39K | 0.33% | 62 |
|
|
2024
Q1 | $452K | Buy |
7,509
+5,016
| +201% | +$302K | 0.29% | 68 |
|
|
2023
Q4 | $393K | Buy |
+2,493
| New | +$393K | 0.28% | 72 |
|