Tanglewood Legacy 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 | $53.7K | Sell |
549
-120
| -18% | -$11.7K | 0.02% | 165 |
|
|
2025
Q1 | $58.7K | Hold |
669
| – | – | 0.03% | 164 |
|
|
2024
Q4 | $60.4K | Hold |
669
| – | – | 0.03% | 162 |
|
|
2024
Q3 | $54K | Hold |
669
| – | – | 0.02% | 160 |
|
|
2024
Q2 | $45.3K | Hold |
669
| – | – | 0.02% | 169 |
|
|
2024
Q1 | $40.3K | Hold |
669
| – | – | 0.02% | 174 |
|
|
2023
Q4 | $35.2K | Hold |
669
| – | – | 0.02% | 178 |
|
|
2023
Q3 | $35.7K | Hold |
669
| – | – | 0.02% | 181 |
|
|
2023
Q2 | $35.1K | Hold |
669
| – | – | 0.02% | 186 |
|
|
2023
Q1 | $32.9K | Hold |
669
| – | – | 0.02% | 179 |
|
|
2022
Q4 | $31.6K | Buy |
+669
| New | +$31.6K | 0.02% | 158 |
|