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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.27M Sell
13,012
-10,737
-45% -$1.05M 0.38% 35
2025
Q1
$2.11M Buy
23,749
+13,406
+130% +$1.19M 0.68% 30
2024
Q4
$934K Sell
10,343
-306
-3% -$27.6K 0.3% 37
2024
Q3
$873K Buy
10,649
+2,071
+24% +$170K 0.3% 37
2024
Q2
$581K Sell
8,578
-769
-8% -$52.1K 0.22% 42
2024
Q1
$562K Buy
9,347
+2
+0% +$120 0.22% 40
2023
Q4
$491K Buy
9,345
+108
+1% +$5.68K 0.21% 42
2023
Q3
$492K Buy
9,237
+543
+6% +$28.9K 0.24% 42
2023
Q2
$456K Sell
8,694
-213
-2% -$11.2K 0.23% 42
2023
Q1
$438K Buy
8,907
+18
+0.2% +$885 0.24% 37
2022
Q4
$420K Buy
+8,889
New +$420K 0.26% 39