LFA
Legacy Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
25,473
+690
| +3% | +$67.5K | 0.39% | 38 |
|
|
2025
Q1 | $2.18M | Sell |
24,783
-1,480
| -6% | -$130K | 0.36% | 44 |
|
|
2024
Q4 | $2.37M | Buy |
26,263
+1,191
| +5% | +$108K | 0.39% | 42 |
|
|
2024
Q3 | $2.02M | Buy |
25,072
+457
| +2% | +$36.9K | 0.34% | 47 |
|
|
2024
Q2 | $1.67M | Buy |
24,615
+812
| +3% | +$55K | 0.3% | 56 |
|
|
2024
Q1 | $1.43M | Buy |
23,803
+16,097
| +209% | +$969K | 0.26% | 69 |
|
|
2023
Q4 | $1.21M | Sell |
7,706
-252
| -3% | -$39.7K | 0.23% | 71 |
|
|
2023
Q3 | $1.27M | Buy |
7,958
+744
| +10% | +$119K | 0.25% | 54 |
|
|
2023
Q2 | $1.13M | Buy |
7,214
+166
| +2% | +$26.1K | 0.21% | 63 |
|
|
2023
Q1 | $1.04M | Buy |
7,048
+246
| +4% | +$36.3K | 0.21% | 61 |
|
|
2022
Q4 | $964K | Buy |
6,802
+1,076
| +19% | +$153K | 0.21% | 60 |
|
|
2022
Q3 | $743K | Buy |
5,726
+893
| +18% | +$116K | 0.18% | 64 |
|
|
2022
Q2 | $588K | Sell |
4,833
-1,084
| -18% | -$132K | 0.15% | 76 |
|
|
2022
Q1 | $881K | Buy |
5,917
+508
| +9% | +$75.6K | 0.2% | 53 |
|
|
2021
Q4 | $783K | Buy |
5,409
+16
| +0.3% | +$2.32K | 0.18% | 59 |
|
|
2021
Q3 | $752K | Buy |
5,393
+349
| +7% | +$48.7K | 0.18% | 51 |
|
|
2021
Q2 | $711K | Buy |
5,044
+81
| +2% | +$11.4K | 0.18% | 50 |
|
|
2021
Q1 | $674K | Sell |
4,963
-45
| -0.9% | -$6.11K | 0.18% | 50 |
|
|
2020
Q4 | $722K | Sell |
5,008
-8
| -0.2% | -$1.15K | 0.2% | 45 |
|
|
2020
Q3 | $702K | Buy |
+5,016
| New | +$702K | 0.21% | 45 |
|
|
2020
Q1 | – | Sell |
-3,121
| Closed | -$371K | – | 121 |
|
|
2019
Q4 | $371K | Buy |
3,121
+52
| +2% | +$6.18K | 0.12% | 80 |
|
|
2019
Q3 | $364K | Hold |
3,069
| – | – | 0.12% | 79 |
|
|
2019
Q2 | $339K | Sell |
3,069
-108
| -3% | -$11.9K | 0.12% | 83 |
|
|
2019
Q1 | $310K | Buy |
3,177
+336
| +12% | +$32.8K | 0.11% | 82 |
|
|
2018
Q4 | $265K | Buy |
2,841
+123
| +5% | +$11.5K | 0.1% | 83 |
|
|
2018
Q3 | $255K | Hold |
2,718
| – | – | 0.09% | 91 |
|
|
2018
Q2 | $238K | Buy |
2,718
+126
| +5% | +$11K | 0.09% | 92 |
|
|
2018
Q1 | $224K | Buy |
2,592
+117
| +5% | +$10.1K | 0.09% | 102 |
|
|
2017
Q4 | $244K | Buy |
+2,475
| New | +$244K | 0.1% | 93 |
|