Marotta Asset Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Sell |
2,318
-273
| -11% | -$26.7K | 0.05% | 91 |
|
|
2025
Q1 | $209K | Buy |
2,591
+220
| +9% | +$17.8K | 0.04% | 104 |
|
|
2024
Q4 | $213K | Sell |
2,371
-220
| -8% | -$19.8K | 0.04% | 104 |
|
|
2024
Q3 | $209K | Buy |
+2,591
| New | +$209K | 0.04% | 104 |
|
|
2023
Q4 | – | Sell |
-4,173
| Closed | -$222K | – | 109 |
|
|
2023
Q3 | $222K | Hold |
4,173
| – | – | 0.05% | 98 |
|
|
2023
Q2 | $219K | Buy |
+4,173
| New | +$219K | 0.05% | 101 |
|
|
2022
Q1 | – | Sell |
-4,689
| Closed | -$226K | – | 124 |
|
|
2021
Q4 | $226K | Buy |
+4,689
| New | +$226K | 0.05% | 101 |
|