Legend Financial Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-258
| Closed | -$17.5K | – | 283 |
|
|
2024
Q2 | $17.5K | Hold |
258
| – | – | 0.01% | 108 |
|
|
2024
Q1 | $15.5K | Hold |
258
| – | – | 0.01% | 109 |
|
|
2023
Q4 | $13.6K | Hold |
258
| – | – | 0.01% | 110 |
|
|
2023
Q3 | $13.8K | Hold |
258
| – | – | 0.01% | 114 |
|
|
2023
Q2 | $13.5K | Hold |
258
| – | – | 0.01% | 128 |
|
|
2023
Q1 | $12.7K | Sell |
258
-477
| -65% | -$23.4K | 0.01% | 136 |
|
|
2022
Q4 | $34.7K | Hold |
735
| – | – | 0.03% | 83 |
|
|
2022
Q3 | $31.8K | Buy |
+735
| New | +$31.8K | 0.03% | 77 |
|