LM 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 | $4.29M | Buy |
43,865
+5,284
| +14% | +$517K | 0.55% | 26 |
|
|
2025
Q1 | $3.39M | Buy |
38,581
+4,561
| +13% | +$400K | 0.61% | 33 |
|
|
2024
Q4 | $3.08M | Sell |
34,020
-10,545
| -24% | -$955K | 0.55% | 37 |
|
|
2024
Q3 | $3.6M | Hold |
44,565
| – | – | 0.73% | 30 |
|
|
2024
Q2 | $3.02M | Buy |
44,565
+505
| +1% | +$34.2K | ﹤0.01% | 55 |
|
|
2024
Q1 | $2.65M | Buy |
44,060
+11,789
| +37% | +$709K | 0.42% | 46 |
|
|
2023
Q4 | $1.7M | Buy |
+32,271
| New | +$1.7M | 0.34% | 60 |
|