Legacy Capital Wealth Partners’s Walmart Inc WMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$61M	Sell	491,110 -31,771	-6%	-$3.9M	12.58%	1
2025 Q4	$58.3M	Sell	522,881 -6,342	-1%	-$681K	12.5%	1
2025 Q3	$54.5M	Buy	529,223 +2,809	+0.5%	+$280K	11.86%	1
2025 Q2	$51.5M	Buy	526,414 +10,524	+2%	+$1M	11.72%	1
2025 Q1	$45.3M	Buy	515,890 +5,811	+1%	+$545K	11.14%	1
2024 Q4	$46.1M	Buy	510,079 +15,381	+3%	+$1.33M	11.41%	1
2024 Q3	$39.9M	Buy	494,698 +22,405	+5%	+$1.65M	7.99%	1
2024 Q2	$32M	Buy	472,293 +469,880	+19,473%	+$29.6M	8.15%	1
2024 Q1	$366K	Sell	2,413 -459,821	-99%	-$26.3M	0.26%	82
2023 Q4	$24.3M	Buy	462,234 +30,921	+7%	+$1.64M	6.88%	1
2023 Q3	$23M	Buy	+431,313	New	+$23M	6.31%	2
2023 Q2	–	Sell	-346,041	Closed	-$17M	–	247
2023 Q1	$17M	Buy	+346,041	New	+$16.4M	4.64%	1