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 |
|