Marcum Wealth’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.12M | Buy |
24,183
+1,052
| +5% | +$92.4K | 0.18% | 59 |
|
|
2024
Q4 | $2.09M | Sell |
23,131
-2,405
| -9% | -$217K | 0.18% | 61 |
|
|
2024
Q3 | $2.06M | Buy |
25,536
+297
| +1% | +$24K | 0.19% | 59 |
|
|
2024
Q2 | $1.71M | Sell |
25,239
-3,147
| -11% | -$213K | 0.17% | 64 |
|
|
2024
Q1 | $1.71M | Sell |
28,386
-105
| -0.4% | -$6.32K | 0.17% | 63 |
|
|
2023
Q4 | $1.5M | Buy |
28,491
+1,263
| +5% | +$66.4K | 0.16% | 71 |
|
|
2023
Q3 | $1.45M | Buy |
27,228
+765
| +3% | +$40.8K | 0.17% | 66 |
|
|
2023
Q2 | $1.39M | Buy |
26,463
+5,121
| +24% | +$268K | 0.16% | 69 |
|
|
2023
Q1 | $1.05M | Sell |
21,342
-477
| -2% | -$23.4K | 0.13% | 88 |
|
|
2022
Q4 | $1.03M | Sell |
21,819
-72
| -0.3% | -$3.4K | 0.14% | 83 |
|
|
2022
Q3 | $946K | Buy |
21,891
+948
| +5% | +$41K | 0.14% | 83 |
|
|
2022
Q2 | $849K | Sell |
20,943
-3,810
| -15% | -$154K | 0.13% | 102 |
|
|
2022
Q1 | $1.23M | Buy |
24,753
+9,369
| +61% | +$465K | 0.17% | 78 |
|
|
2021
Q4 | $742K | Sell |
15,384
-675
| -4% | -$32.6K | 0.1% | 129 |
|
|
2021
Q3 | $746K | Sell |
16,059
-4,176
| -21% | -$194K | 0.12% | 125 |
|
|
2021
Q2 | $951K | Sell |
20,235
-78
| -0.4% | -$3.67K | 0.15% | 101 |
|
|
2021
Q1 | $920K | Buy |
20,313
+9,594
| +90% | +$435K | 0.15% | 103 |
|
|
2020
Q4 | $515K | Buy |
10,719
+4,740
| +79% | +$228K | 0.12% | 65 |
|
|
2020
Q3 | $279K | Buy |
5,979
+240
| +4% | +$11.2K | 0.09% | 90 |
|
|
2020
Q2 | $229K | Buy |
5,739
+132
| +2% | +$5.27K | 0.07% | 101 |
|
|
2020
Q1 | $212K | Buy |
+5,607
| New | +$212K | 0.08% | 84 |
|