Legacy Wealth Management (Mississippi)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.67M | Sell |
78,429
-1,747
| -2% | -$171K | 2.33% | 7 |
|
|
2025
Q1 | $7.04M | Sell |
80,176
-1,907
| -2% | -$167K | 2.3% | 8 |
|
|
2024
Q4 | $7.42M | Sell |
82,083
-3,341
| -4% | -$302K | 2.95% | 8 |
|
|
2024
Q3 | $6.9M | Buy |
85,424
+1,907
| +2% | +$154K | 2.53% | 8 |
|
|
2024
Q2 | $5.65M | Hold |
83,517
| – | – | 2.39% | 8 |
|
|
2024
Q1 | $5.03M | Hold |
83,517
| – | – | 2.27% | 9 |
|
|
2023
Q4 | $4.39M | Sell |
83,517
-480
| -0.6% | -$25.2K | 2.12% | 9 |
|
|
2023
Q3 | $4.48M | Sell |
83,997
-540
| -0.6% | -$28.8K | 2.33% | 7 |
|
|
2023
Q2 | $4.43M | Sell |
84,537
-165
| -0.2% | -$8.65K | 2.22% | 7 |
|
|
2023
Q1 | $4.16M | Hold |
84,702
| – | – | 2.3% | 7 |
|
|
2022
Q4 | $4M | Sell |
84,702
-3,570
| -4% | -$169K | 2.37% | 6 |
|
|
2022
Q3 | $3.82M | Sell |
88,272
-9,045
| -9% | -$391K | 2.58% | 7 |
|
|
2022
Q2 | $3.94M | Buy |
97,317
+56,442
| +138% | +$2.29M | 2.4% | 5 |
|
|
2022
Q1 | $2.03M | Buy |
40,875
+33,225
| +434% | +$1.65M | 1.06% | 26 |
|
|
2021
Q4 | $369K | Hold |
7,650
| – | – | 0.19% | 85 |
|
|
2021
Q3 | $355K | Hold |
7,650
| – | – | 0.19% | 89 |
|
|
2021
Q2 | $360K | Hold |
7,650
| – | – | 0.2% | 85 |
|
|
2021
Q1 | $346K | Hold |
7,650
| – | – | 0.21% | 80 |
|
|
2020
Q4 | $368K | Hold |
7,650
| – | – | 0.23% | 75 |
|
|
2020
Q3 | $357K | Hold |
7,650
| – | – | 0.25% | 79 |
|
|
2020
Q2 | $305K | Hold |
7,650
| – | – | 0.23% | 79 |
|
|
2020
Q1 | $290K | Sell |
7,650
-96
| -1% | -$3.64K | 0.27% | 75 |
|
|
2019
Q4 | $307K | Buy |
+7,746
| New | +$307K | 0.27% | 81 |
|