Marquette 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 | $360K | Hold |
3,680
| – | – | 0.06% | 37 |
|
|
2025
Q1 | $323K | Hold |
3,680
| – | – | 0.06% | 42 |
|
|
2024
Q4 | $332K | Hold |
3,680
| – | – | 0.05% | 54 |
|
|
2024
Q3 | $297K | Buy |
+3,680
| New | +$297K | 0.05% | 70 |
|
|
2023
Q4 | – | Sell |
-648
| Closed | -$34.5K | – | 302 |
|
|
2023
Q3 | $34.5K | Hold |
648
| – | – | 0.01% | 147 |
|
|
2023
Q2 | $34K | Buy |
+648
| New | +$34K | 0.01% | 156 |
|
|
2021
Q1 | – | Sell |
-855
| Closed | -$41K | – | 254 |
|
|
2020
Q4 | $41K | Hold |
855
| – | – | 0.01% | 169 |
|
|
2020
Q3 | $40K | Hold |
855
| – | – | 0.01% | 148 |
|
|
2020
Q2 | $34K | Buy |
+855
| New | +$34K | 0.01% | 173 |
|