Leonard Rickey Investment Advisors’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$275K Sell
2,815
-25
-0.9% -$2.44K 0.06% 89
2025
Q1
$269K Sell
2,840
-372
-12% -$35.2K 0.06% 85
2024
Q4
$290K Sell
3,212
-94
-3% -$8.49K 0.07% 85
2024
Q3
$267K Buy
3,306
+109
+3% +$8.8K 0.06% 88
2024
Q2
$216K Buy
+3,197
New +$216K 0.05% 96