Marshall Financial Group (Maryland)’s Walmart WMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.51M Buy
2025
Q2
$4.25M Sell
2025
Q1
$3.84M Sell
2024
Q4
$4.26M Sell
2024
Q3
$4.17M Buy
2024
Q2
$3.46M Sell
2024
Q1
$3.1M Buy
2023
Q4
$2.59M Buy
2023
Q3
$2.61M Sell
2023
Q2
$2.61M Buy
2023
Q1
$2.41M Sell
2022
Q4
$2.34M Buy
2022
Q3
$2.11M Buy
2022
Q2
$1.92M Buy
2022
Q1
$1.69M Buy
2021
Q4
$1.59M Buy
2021
Q3
$670K Buy
2021
Q2
$530K Buy
2021
Q1
$501K Buy
2020
Q4
$519K Buy