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Legacy Wealth Management (Idaho)’s Walmart WMT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$49.4K Sell
505
-300
-37% -$29.3K 0.03% 157
2025
Q1 		$70.7K Buy
805
+300
+59% +$26.3K 0.05% 120
2024
Q4 		$51.1K Hold
505
– – 0.03% 117
2024
Q3 		$43.2K Buy
+505
New +$43.2K 0.03% 127