Legacy Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $1.76M | Sell |
|
|||||
|
2024
Q4 | $2.36M | Buy |
|
|||||
|
2024
Q3 | $1.98M | Buy |
|
|||||
|
2024
Q2 | $1.66M | Buy |
|
|||||
|
2024
Q1 | $782K | Sell |
|
|||||
|
2023
Q4 | $695K | Buy |
|
|||||
|
2023
Q3 | $345K | Buy |
|
|||||
|
2023
Q2 | $259K | Sell |
|
|||||
|
2023
Q1 | $254K | Buy |
|
|||||
|
2022
Q4 | $213K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $308K | Buy |
|
|||||
|
2022
Q1 | $310K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $443K | Sell |
|
|||||
|
2019
Q3 | $467K | Buy |
|
|||||
|
2019
Q2 | $404K | Sell |
|
|||||
|
2019
Q1 | $796K | Buy |
|
|||||
|
2018
Q4 | $384K | Buy |
|
|||||
|
2018
Q3 | $379K | Hold |
|
|||||
|
2018
Q2 | $346K | Hold |
|
|||||
|
2018
Q1 | $347K | Buy |
|
|||||
|
2017
Q4 | $395K | Hold |
|
|||||
|
2017
Q3 | $311K | Buy |
|
|||||
|
2017
Q2 | $191K | Hold |
|
|||||
|
2017
Q1 | $183K | Hold |
|
|||||
|
2016
Q4 | $176K | Buy |
|