MWM
Marietta Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Sell |
147,791
-2,888
| -2% | -$282K | 1.88% | 14 |
|
|
2025
Q1 | $13.2M | Sell |
150,679
-288
| -0.2% | -$25.3K | 1.94% | 13 |
|
|
2024
Q4 | $13.6M | Sell |
150,967
-4,169
| -3% | -$377K | 1.96% | 14 |
|
|
2024
Q3 | $12.5M | Buy |
155,136
+368
| +0.2% | +$29.7K | 1.82% | 13 |
|
|
2024
Q2 | $10.5M | Sell |
154,768
-1,868
| -1% | -$126K | 1.63% | 16 |
|
|
2024
Q1 | $9.42M | Buy |
156,636
+105,364
| +206% | +$6.34M | 1.56% | 18 |
|
|
2023
Q4 | $8.08M | Buy |
51,272
+65
| +0.1% | +$10.2K | 1.44% | 20 |
|
|
2023
Q3 | $8.19M | Sell |
51,207
-2,204
| -4% | -$352K | 1.63% | 14 |
|
|
2023
Q2 | $8.4M | Buy |
53,411
+147
| +0.3% | +$23.1K | 1.58% | 14 |
|
|
2023
Q1 | $7.85M | Sell |
53,264
-1,171
| -2% | -$173K | 1.67% | 12 |
|
|
2022
Q4 | $7.72M | Buy |
54,435
+232
| +0.4% | +$32.9K | 1.75% | 8 |
|
|
2022
Q3 | $7.03M | Buy |
54,203
+757
| +1% | +$98.2K | 1.75% | 14 |
|
|
2022
Q2 | $6.5M | Buy |
53,446
+1,341
| +3% | +$163K | 1.57% | 19 |
|
|
2022
Q1 | $7.76M | Buy |
52,105
+1,311
| +3% | +$195K | 1.62% | 15 |
|
|
2021
Q4 | $7.35M | Buy |
50,794
+1,693
| +3% | +$245K | 1.48% | 26 |
|
|
2021
Q3 | $6.84M | Buy |
49,101
+1,228
| +3% | +$171K | 1.49% | 21 |
|
|
2021
Q2 | $6.75M | Buy |
47,873
+1,921
| +4% | +$271K | 1.52% | 21 |
|
|
2021
Q1 | $6.24M | Buy |
45,952
+3,645
| +9% | +$495K | 1.55% | 18 |
|
|
2020
Q4 | $6.1M | Buy |
42,307
+1,201
| +3% | +$173K | 1.68% | 16 |
|
|
2020
Q3 | $5.75M | Buy |
41,106
+2,662
| +7% | +$372K | 1.79% | 13 |
|
|
2020
Q2 | $4.61M | Sell |
38,444
-370
| -1% | -$44.3K | 1.57% | 16 |
|
|
2020
Q1 | $4.41M | Buy |
38,814
+1,557
| +4% | +$177K | 1.72% | 14 |
|
|
2019
Q4 | $4.43M | Buy |
37,257
+484
| +1% | +$57.5K | 1.46% | 20 |
|
|
2019
Q3 | $4.36M | Buy |
36,773
+1,111
| +3% | +$132K | 1.59% | 14 |
|
|
2019
Q2 | $3.94M | Buy |
35,662
+809
| +2% | +$89.4K | 1.53% | 17 |
|
|
2019
Q1 | $3.4M | Buy |
34,853
+496
| +1% | +$48.4K | 1.4% | 24 |
|
|
2018
Q4 | $3.2M | Buy |
34,357
+86
| +0.3% | +$8.01K | 1.53% | 20 |
|
|
2018
Q3 | $3.22M | Buy |
34,271
+4,218
| +14% | +$396K | 1.42% | 20 |
|
|
2018
Q2 | $2.57M | Buy |
30,053
+1,759
| +6% | +$151K | 1.26% | 29 |
|
|
2018
Q1 | $2.52M | Buy |
28,294
+1,981
| +8% | +$176K | 1.32% | 24 |
|
|
2017
Q4 | $2.6M | Sell |
26,313
-1,405
| -5% | -$139K | 1.41% | 25 |
|
|
2017
Q3 | $2.17M | Buy |
27,718
+1,905
| +7% | +$149K | 1.21% | 32 |
|
|
2017
Q2 | $1.95M | Buy |
25,813
+1,996
| +8% | +$151K | 1.19% | 35 |
|
|
2017
Q1 | $1.72M | Buy |
23,817
+4,808
| +25% | +$347K | 1.14% | 38 |
|
|
2016
Q4 | $1.31M | Buy |
+19,009
| New | +$1.31M | 1.05% | 38 |
|