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Legacy Financial Strategies’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.77M Buy
38,544
+3,908
+11% +$382K 0.74% 20
2025
Q1
$3.04M Buy
34,636
+24,226
+233% +$2.13M 0.66% 32
2024
Q4
$937K Buy
10,410
+5,253
+102% +$473K 0.2% 53
2024
Q3
$416K Buy
5,157
+1,701
+49% +$137K 0.09% 72
2024
Q2
$236K Buy
+3,456
New +$236K 0.06% 88