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Independence Bank of Kentucky’s Walmart WMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.16M Buy
52,776
+720
+1% +$70.4K 0.73% 28
2025
Q1
$4.57M Buy
52,056
+197
+0.4% +$17.3K 0.71% 29
2024
Q4
$4.69M Buy
51,859
+12,559
+32% +$1.13M 0.72% 28
2024
Q3
$3.17M Buy
39,300
+11,586
+42% +$936K 0.68% 30
2024
Q2
$1.88M Buy
27,714
+1,481
+6% +$100K 0.5% 49
2024
Q1
$1.58M Buy
26,233
+18,717
+249% +$1.13M 0.47% 54
2023
Q4
$1.18M Buy
7,516
+247
+3% +$38.9K 0.42% 64
2023
Q3
$1.16M Sell
7,269
-470
-6% -$75.2K 0.49% 58
2023
Q2
$1.22M Sell
7,739
-1,225
-14% -$193K 0.49% 65
2023
Q1
$1.32M Buy
8,964
+245
+3% +$36.1K 0.57% 53
2022
Q4
$1.24M Sell
8,719
-150
-2% -$21.3K 0.55% 55
2022
Q3
$1.15M Sell
8,869
-474
-5% -$61.5K 0.57% 57
2022
Q2
$1.14M Sell
9,343
-240
-3% -$29.2K 0.51% 61
2022
Q1
$1.43M Buy
9,583
+650
+7% +$96.8K 0.56% 54
2021
Q4
$1.29M Sell
8,933
-42
-0.5% -$6.08K 0.53% 54
2021
Q3
$1.25M Buy
8,975
+62
+0.7% +$8.64K 0.54% 53
2021
Q2
$1.26M Sell
8,913
-27
-0.3% -$3.81K 0.56% 54
2021
Q1
$1.21M Sell
8,940
-2,702
-23% -$367K 0.59% 52
2020
Q4
$1.68M Sell
11,642
-329
-3% -$47.4K 0.87% 35
2020
Q3
$1.68M Sell
11,971
-556
-4% -$77.8K 0.95% 33
2020
Q2
$1.5M Sell
12,527
-85
-0.7% -$10.2K 0.97% 34
2020
Q1
$1.43M Sell
12,612
-469
-4% -$53.3K 1.12% 26
2019
Q4
$1.56M Hold
13,081
1% 31
2019
Q3
$1.55M Buy
13,081
+753
+6% +$89.3K 1.1% 29
2019
Q2
$1.36M Sell
12,328
-415
-3% -$45.8K 1.06% 29
2019
Q1
$1.24M Buy
12,743
+40
+0.3% +$3.9K 1.02% 31
2018
Q4
$1.18M Sell
12,703
-428
-3% -$39.9K 1.07% 30
2018
Q3
$1.23M Sell
13,131
-2,162
-14% -$203K 0.97% 34
2018
Q2
$1.31M Buy
15,293
+740
+5% +$63.4K 1.1% 33
2018
Q1
$1.3M Sell
14,553
-500
-3% -$44.5K 1.1% 32
2017
Q4
$1.49M Buy
+15,053
New +$1.49M 1.27% 24