LB
Legacy Bridge’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Sell |
36,013
-209
| -0.6% | -$20.4K | 1.67% | 11 |
|
|
2025
Q1 | $3.18M | Buy |
36,222
+2,010
| +6% | +$176K | 1.77% | 7 |
|
|
2024
Q4 | $3.09M | Buy |
34,212
+30
| +0.1% | +$2.71K | 1.61% | 10 |
|
|
2024
Q3 | $2.76M | Buy |
34,182
+29
| +0.1% | +$2.34K | 1.49% | 11 |
|
|
2024
Q2 | $2.31M | Buy |
34,153
+215
| +0.6% | +$14.6K | 1.36% | 12 |
|
|
2024
Q1 | $2.04M | Buy |
33,938
+23,150
| +215% | +$1.39M | 1.19% | 17 |
|
|
2023
Q4 | $1.7M | Sell |
10,788
-175
| -2% | -$27.6K | 1.1% | 22 |
|
|
2023
Q3 | $1.75M | Buy |
10,963
+250
| +2% | +$40K | 1.25% | 13 |
|
|
2023
Q2 | $1.68M | Hold |
10,713
| – | – | 1.12% | 20 |
|
|
2023
Q1 | $1.58M | Hold |
10,713
| – | – | 1.1% | 19 |
|
|
2022
Q4 | $1.52M | Hold |
10,713
| – | – | 1.08% | 24 |
|
|
2022
Q3 | $1.39M | Hold |
10,713
| – | – | 1.11% | 18 |
|
|
2022
Q2 | $1.3M | Sell |
10,713
-25
| -0.2% | -$3.04K | 0.96% | 26 |
|
|
2022
Q1 | $1.6M | Hold |
10,738
| – | – | 0.93% | 27 |
|
|
2021
Q4 | $1.55M | Buy |
10,738
+3,930
| +58% | +$569K | 0.81% | 39 |
|
|
2021
Q3 | $949K | Hold |
6,808
| – | – | 0.55% | 80 |
|
|
2021
Q2 | $960K | Hold |
6,808
| – | – | 0.54% | 81 |
|
|
2021
Q1 | $925K | Sell |
6,808
-56
| -0.8% | -$7.61K | 0.6% | 71 |
|
|
2020
Q4 | $989K | Buy |
6,864
+920
| +15% | +$133K | 0.72% | 56 |
|
|
2020
Q3 | $832K | Buy |
5,944
+443
| +8% | +$62K | 0.76% | 48 |
|
|
2020
Q2 | $659K | Buy |
5,501
+56
| +1% | +$6.71K | 0.73% | 49 |
|
|
2020
Q1 | $619K | Buy |
5,445
+207
| +4% | +$23.5K | 0.78% | 42 |
|
|
2019
Q4 | $622K | Buy |
5,238
+8
| +0.2% | +$950 | 0.52% | 70 |
|
|
2019
Q3 | $621K | Sell |
5,230
-150
| -3% | -$17.8K | 0.59% | 65 |
|
|
2019
Q2 | $594K | Buy |
5,380
+200
| +4% | +$22.1K | 0.57% | 66 |
|
|
2019
Q1 | $505K | Hold |
5,180
| – | – | 0.52% | 68 |
|
|
2018
Q4 | $483K | Buy |
+5,180
| New | +$483K | 0.6% | 60 |
|