LMG Wealth Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17M | Sell |
173,434
-1,570
| -0.9% | -$154K | 3.48% | 2 |
|
|
2025
Q1 | $15.4M | Sell |
175,004
-1,883
| -1% | -$165K | 3.42% | 3 |
|
|
2024
Q4 | $16M | Buy |
176,887
+1,446
| +0.8% | +$131K | 3.48% | 3 |
|
|
2024
Q3 | $14.2M | Sell |
175,441
-3,867
| -2% | -$312K | 3.24% | 5 |
|
|
2024
Q2 | $12.1M | Buy |
179,308
+268
| +0.1% | +$18.1K | 3.03% | 5 |
|
|
2024
Q1 | $10.8M | Sell |
179,040
-20,346
| -10% | -$1.22M | 2.71% | 8 |
|
|
2023
Q4 | $10.5M | Sell |
199,386
-1,464
| -0.7% | -$76.9K | 2.91% | 9 |
|
|
2023
Q3 | $10.7M | Buy |
200,850
+897
| +0.4% | +$47.8K | 3.26% | 4 |
|
|
2023
Q2 | $10.5M | Buy |
199,953
+2,574
| +1% | +$135K | 3.21% | 6 |
|
|
2023
Q1 | $9.7M | Buy |
197,379
+4,482
| +2% | +$220K | 3.13% | 6 |
|
|
2022
Q4 | $9.29M | Buy |
+192,897
| New | +$9.29M | 3.07% | 9 |
|