Legacy Financial Group (Iowa)’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
10,287
+245
| +2% | +$24K | 0.14% | 54 |
|
|
2025
Q1 | $882K | Buy |
10,042
+1,183
| +13% | +$104K | 0.14% | 52 |
|
|
2024
Q4 | $800K | Buy |
+8,859
| New | +$800K | 0.13% | 55 |
|
|
2024
Q3 | – | Sell |
-7,343
| Closed | -$497K | – | 107 |
|
|
2024
Q2 | $497K | Buy |
7,343
+207
| +3% | +$14K | 0.1% | 69 |
|
|
2024
Q1 | $429K | Buy |
+7,136
| New | +$429K | 0.09% | 69 |
|
|
2023
Q4 | – | Sell |
-2,359
| Closed | -$377K | – | 517 |
|
|
2023
Q3 | $377K | Buy |
+2,359
| New | +$377K | 0.09% | 70 |
|