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