Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Walmart WMT Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.01M Buy
2025
Q1 		$882K Buy
2024
Q4 		$800K Buy
2024
Q3 		– Sell
2024
Q2 		$497K Buy
2024
Q1 		$429K Buy
2023
Q4 		– Sell
2023
Q3 		$377K Buy