Williamson Legacy 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 | $1.79M | Buy |
18,311
+2,069
| +13% | +$202K | 1.51% | 15 |
|
|
2025
Q1 | $1.43M | Buy |
16,242
+113
| +0.7% | +$9.92K | 1.35% | 23 |
|
|
2024
Q4 | $1.46M | Sell |
16,129
-49
| -0.3% | -$4.43K | 0.97% | 15 |
|
|
2024
Q3 | $1.31M | Buy |
16,178
+8,652
| +115% | +$699K | 0.87% | 16 |
|
|
2024
Q2 | $510K | Buy |
7,526
+383
| +5% | +$25.9K | 0.38% | 76 |
|
|
2024
Q1 | $430K | Buy |
7,143
+684
| +11% | +$41.2K | 0.33% | 71 |
|
|
2023
Q4 | $339K | Buy |
+6,459
| New | +$339K | 0.31% | 75 |
|