Marshall Financial Group (Maryland)’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
42,827
-942
| -2% | -$93.6K | 0.83% | 19 |
|
|
2025
Q1 | $3.84M | Sell |
43,769
-3,418
| -7% | -$300K | 0.84% | 20 |
|
|
2024
Q4 | $4.26M | Sell |
47,187
-4,448
| -9% | -$402K | 1.03% | 18 |
|
|
2024
Q3 | $4.17M | Buy |
51,635
+545
| +1% | +$44K | 1% | 18 |
|
|
2024
Q2 | $3.46M | Sell |
51,090
-509
| -1% | -$34.5K | 0.97% | 21 |
|
|
2024
Q1 | $3.1M | Buy |
51,599
+2,318
| +5% | +$139K | 0.89% | 21 |
|
|
2023
Q4 | $2.59M | Buy |
49,281
+312
| +0.6% | +$16.4K | 0.83% | 24 |
|
|
2023
Q3 | $2.61M | Sell |
48,969
-921
| -2% | -$49.1K | 0.94% | 22 |
|
|
2023
Q2 | $2.61M | Buy |
49,890
+939
| +2% | +$49.2K | 0.89% | 24 |
|
|
2023
Q1 | $2.41M | Sell |
48,951
-519
| -1% | -$25.5K | 0.86% | 29 |
|
|
2022
Q4 | $2.34M | Buy |
49,470
+699
| +1% | +$33K | 0.91% | 28 |
|
|
2022
Q3 | $2.11M | Buy |
48,771
+1,407
| +3% | +$60.8K | 0.89% | 20 |
|
|
2022
Q2 | $1.92M | Buy |
47,364
+13,272
| +39% | +$538K | 0.77% | 29 |
|
|
2022
Q1 | $1.69M | Buy |
34,092
+1,095
| +3% | +$54.3K | 0.69% | 30 |
|
|
2021
Q4 | $1.59M | Buy |
32,997
+18,582
| +129% | +$896K | 0.59% | 43 |
|
|
2021
Q3 | $670K | Buy |
14,415
+3,147
| +28% | +$146K | 0.35% | 107 |
|
|
2021
Q2 | $530K | Buy |
11,268
+207
| +2% | +$9.74K | 0.29% | 120 |
|
|
2021
Q1 | $501K | Buy |
11,061
+255
| +2% | +$11.6K | 0.3% | 96 |
|
|
2020
Q4 | $519K | Buy |
+10,806
| New | +$519K | 0.34% | 89 |
|