LWP
Legacy Wealth Planning’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $333K | Hold |
2,566
| – | – | 0.55% | 45 |
|
|
2022
Q2 | $312K | Sell |
2,566
-144
| -5% | -$17.5K | 0.45% | 54 |
|
|
2022
Q1 | $404K | Sell |
2,710
-125
| -4% | -$18.6K | 0.48% | 44 |
|
|
2021
Q4 | $410K | Sell |
2,835
-527
| -16% | -$76.2K | 0.47% | 47 |
|
|
2021
Q3 | $469K | Sell |
3,362
-500
| -13% | -$69.8K | 0.53% | 44 |
|
|
2021
Q2 | $545K | Sell |
3,862
-300
| -7% | -$42.3K | 0.62% | 38 |
|
|
2021
Q1 | $565K | Buy |
4,162
+500
| +14% | +$67.9K | 0.72% | 37 |
|
|
2020
Q4 | $528K | Buy |
3,662
+833
| +29% | +$120K | 0.68% | 33 |
|
|
2020
Q3 | $396K | Buy |
2,829
+300
| +12% | +$42K | 0.45% | 40 |
|
|
2020
Q2 | $303K | Hold |
2,529
| – | – | 0.36% | 45 |
|
|
2020
Q1 | $287K | Buy |
2,529
+50
| +2% | +$5.67K | 0.46% | 44 |
|
|
2019
Q4 | $295K | Buy |
+2,479
| New | +$295K | 0.33% | 53 |
|