LGWM
Litman Gregory Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
2,777
+250
| +10% | +$24.4K | 0.02% | 122 |
|
|
2025
Q1 | $222K | Hold |
2,527
| – | – | 0.02% | 131 |
|
|
2024
Q4 | $228K | Hold |
2,527
| – | – | 0.02% | 124 |
|
|
2024
Q3 | $204K | Buy |
+2,527
| New | +$204K | 0.02% | 135 |
|
|
2021
Q2 | – | Sell |
-30
| Closed | -$4K | – | 191 |
|
|
2021
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 173 |
|
|
2020
Q4 | $4K | Sell |
30
-31
| -51% | -$4.13K | ﹤0.01% | 174 |
|
|
2020
Q3 | $9K | Buy |
61
+31
| +103% | +$4.57K | ﹤0.01% | 152 |
|
|
2020
Q2 | $4K | Hold |
30
| – | – | ﹤0.01% | 155 |
|
|
2020
Q1 | $3K | Sell |
30
-40
| -57% | -$4K | ﹤0.01% | 150 |
|
|
2019
Q4 | $8K | Sell |
70
-112
| -62% | -$12.8K | ﹤0.01% | 156 |
|
|
2019
Q3 | $22K | Sell |
182
-152
| -46% | -$18.4K | 0.01% | 108 |
|
|
2019
Q2 | $37K | Buy |
+334
| New | +$37K | 0.01% | 105 |
|
|
2018
Q2 | – | Sell |
-700
| Closed | -$62K | – | 166 |
|
|
2018
Q1 | $62K | Buy |
+700
| New | +$62K | 0.03% | 85 |
|