Luts & Greenleigh Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $977K | Buy |
9,989
+158
| +2% | +$15.5K | 0.94% | 25 |
|
2025
Q1 | $863K | Buy |
9,831
+26
| +0.3% | +$2.28K | 0.86% | 27 |
|
2024
Q4 | $886K | Sell |
9,805
-5
| -0.1% | -$452 | 0.88% | 24 |
|
2024
Q3 | $792K | Buy |
9,810
+105
| +1% | +$8.48K | 0.76% | 30 |
|
2024
Q2 | $657K | Buy |
+9,705
| New | +$657K | 0.68% | 30 |
|
2023
Q4 | $395K | Sell |
7,518
-150
| -2% | -$7.88K | 0.5% | 40 |
|
2023
Q3 | $409K | Hold |
7,668
| – | – | 0.51% | 38 |
|
2023
Q2 | $402K | Buy |
7,668
+234
| +3% | +$12.3K | 0.5% | 40 |
|
2023
Q1 | $365K | Hold |
7,434
| – | – | 0.46% | 40 |
|
2022
Q4 | $351K | Buy |
+7,434
| New | +$351K | 0.45% | 41 |
|