Legacy Advisors’s Walmart WMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-20,035	Closed	-$1.76M	–	416
2025 Q1	$1.76M	Sell	20,035 -6,033	-23%	-$531K	0.18%	95
2024 Q4	$2.36M	Buy	26,068 +1,517	+6%	+$137K	0.23%	74
2024 Q3	$1.98M	Buy	24,551 +17	+0.1%	+$1.37K	0.21%	85
2024 Q2	$1.66M	Buy	24,534 +11,531	+89%	+$781K	0.2%	85
2024 Q1	$782K	Buy	13,003 +8,606	+196%	+$518K	0.1%	164
2023 Q4	$695K	Buy	4,397 +2,242	+104%	+$355K	0.09%	167
2023 Q3	$345K	Buy	2,155 +506	+31%	+$80.9K	0.06%	219
2023 Q2	$259K	Sell	1,649 -76	-4%	-$11.9K	0.04%	234
2023 Q1	$254K	Buy	1,725 +230	+15%	+$33.9K	0.05%	215
2022 Q4	$213K	Buy	+1,495	New	+$213K	0.04%	227
2022 Q3	–	Sell	-2,537	Closed	-$308K	–	242
2022 Q2	$308K	Buy	2,537 +453	+22%	+$55K	0.06%	169
2022 Q1	$310K	Buy	+2,084	New	+$310K	0.06%	160
2020 Q1	–	Sell	-3,713	Closed	-$443K	–	137
2019 Q4	$443K	Sell	3,713 -223	-6%	-$26.6K	0.28%	71
2019 Q3	$467K	Buy	3,936 +279	+8%	+$33.1K	0.35%	59
2019 Q2	$404K	Sell	3,657 -4,457	-55%	-$492K	0.27%	66
2019 Q1	$796K	Buy	8,114 +4,019	+98%	+$394K	0.26%	78
2018 Q4	$384K	Buy	4,095 +59	+1%	+$5.53K	0.29%	73
2018 Q3	$379K	Hold	4,036	–	–	0.19%	99
2018 Q2	$346K	Hold	4,036	–	–	0.26%	67
2018 Q1	$347K	Buy	4,036 +50	+1%	+$4.3K	0.26%	57
2017 Q4	$395K	Hold	3,986	–	–	0.39%	40
2017 Q3	$311K	Buy	3,986 +1,456	+58%	+$114K	0.35%	37
2017 Q2	$191K	Hold	2,530	–	–	0.24%	46
2017 Q1	$183K	Hold	2,530	–	–	0.25%	41
2016 Q4	$176K	Buy	+2,530	New	+$176K	0.24%	49