Legacy Wealth Planning’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $410K | Sell |
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|
2021
Q3 | $469K | Sell |
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|
2021
Q2 | $545K | Sell |
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|
2021
Q1 | $565K | Buy |
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|
2020
Q4 | $528K | Buy |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $303K | Hold |
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|
2020
Q1 | $287K | Buy |
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|
2019
Q4 | $295K | Buy |
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