Legacy Capital Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.5M | Buy |
526,414
+10,524
| +2% | +$1.03M | 11.72% | 1 |
|
|
2025
Q1 | $45.3M | Buy |
515,890
+5,811
| +1% | +$510K | 11.14% | 1 |
|
|
2024
Q4 | $46.1M | Buy |
510,079
+15,381
| +3% | +$1.39M | 11.41% | 1 |
|
|
2024
Q3 | $39.9M | Buy |
494,698
+22,405
| +5% | +$1.81M | 7.99% | 1 |
|
|
2024
Q2 | $32M | Buy |
472,293
+469,880
| +19,473% | +$31.8M | 8.15% | 1 |
|
|
2024
Q1 | $366K | Sell |
2,413
-459,821
| -99% | -$69.8M | 0.26% | 82 |
|
|
2023
Q4 | $24.3M | Buy |
462,234
+30,921
| +7% | +$1.62M | 6.88% | 1 |
|
|
2023
Q3 | $23M | Buy |
+431,313
| New | +$23M | 6.31% | 2 |
|
|
2023
Q2 | – | Sell |
-346,041
| Closed | -$17M | – | 246 |
|
|
2023
Q1 | $17M | Buy |
+346,041
| New | +$17M | 4.64% | 1 |
|