LFS
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 |
|