Legacy Capital Group California’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55M Sell
15,865
-7,885
-33% -$771K 0.43% 42
2025
Q1
$2.08M Buy
23,750
+3,454
+17% +$303K 0.73% 20
2024
Q4
$1.83M Buy
20,296
+95
+0.5% +$8.58K 0.56% 29
2024
Q3
$1.63M Sell
20,201
-828
-4% -$66.9K 0.54% 36
2024
Q2
$1.42M Buy
21,029
+449
+2% +$30.4K 0.51% 44
2024
Q1
$1.24M Sell
20,580
-384
-2% -$23.1K 0.46% 53
2023
Q4
$1.1M Buy
20,964
+360
+2% +$18.9K 0.43% 48
2023
Q3
$1.1M Sell
20,604
-591
-3% -$31.5K 0.47% 40
2023
Q2
$1.11M Buy
21,195
+2,772
+15% +$145K 0.46% 44
2023
Q1
$906K Buy
+18,423
New +$906K 0.44% 58