Legacy Wealth Management (Mississippi)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.14M | Sell |
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|
2025
Q2 | $7.67M | Sell |
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|
2025
Q1 | $7.04M | Sell |
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|
2024
Q4 | $7.42M | Sell |
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|
2024
Q3 | $6.9M | Buy |
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|
2024
Q2 | $5.65M | Hold |
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|
2024
Q1 | $5.03M | Hold |
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|
2023
Q4 | $4.39M | Sell |
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|
2023
Q3 | $4.48M | Sell |
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|
2023
Q2 | $4.43M | Sell |
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|
2023
Q1 | $4.16M | Hold |
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|
2022
Q4 | $4M | Sell |
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|
2022
Q3 | $3.82M | Sell |
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|
2022
Q2 | $3.94M | Buy |
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|
2022
Q1 | $2.03M | Buy |
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|
2021
Q4 | $369K | Hold |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $360K | Hold |
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|
2021
Q1 | $346K | Hold |
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|
2020
Q4 | $368K | Hold |
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|
2020
Q3 | $357K | Hold |
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|
2020
Q2 | $305K | Hold |
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|
2020
Q1 | $290K | Sell |
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|
2019
Q4 | $307K | Buy |
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