LGT Financial 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 | $93.1K | Buy |
952
+26
| +3% | +$2.54K | 0.24% | 77 |
|
|
2025
Q1 | $81.3K | Buy |
926
+3
| +0.3% | +$263 | 0.25% | 86 |
|
|
2024
Q4 | $83.4K | Hold |
923
| – | – | 0.18% | 108 |
|
|
2024
Q3 | $74.6K | Buy |
923
+2
| +0.2% | +$162 | 0.18% | 88 |
|
|
2024
Q2 | $62.4K | Buy |
921
+6
| +0.7% | +$406 | 0.13% | 135 |
|
|
2024
Q1 | $55.1K | Buy |
915
+3
| +0.3% | +$180 | 0.06% | 223 |
|
|
2023
Q4 | $47.9K | Sell |
912
-39
| -4% | -$2.05K | 0.06% | 218 |
|
|
2023
Q3 | $50.7K | Sell |
951
-17,184
| -95% | -$916K | 0.06% | 216 |
|
|
2023
Q2 | $950K | Buy |
18,135
+10,494
| +137% | +$550K | 1.01% | 27 |
|
|
2023
Q1 | $376K | Buy |
+7,641
| New | +$376K | 0.7% | 33 |
|