Indiana Trust & Investment Management’s Walmart WMT Stock Holding History

Indiana Trust & Investment Management’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.3M	Buy	23,496 +3,536	+18%	+$346K	0.76%	22
2025 Q1	$1.75M	Buy	19,960 +1,360	+7%	+$119K	0.63%	31
2024 Q4	$1.68M	Buy	18,600 +3,400	+22%	+$307K	0.57%	35
2024 Q3	$1.23M	Buy	15,200 +3,150	+26%	+$254K	0.42%	54
2024 Q2	$816K	Sell	12,050 -85	-0.7%	-$5.76K	0.3%	65
2024 Q1	$730K	Sell	12,135 -300	-2%	-$18.1K	0.29%	75
2023 Q4	$653K	Sell	12,435 -759	-6%	-$39.9K	0.3%	77
2023 Q3	$703K	Sell	13,194 -855	-6%	-$45.6K	0.36%	67
2023 Q2	$736K	Sell	14,049 -240	-2%	-$12.6K	0.38%	49
2023 Q1	$702K	Buy	14,289 +630	+5%	+$31K	0.38%	49
2022 Q4	$646	Buy	13,659 +525	+4%	+$25	0.36%	54
2022 Q3	$568K	Sell	13,134 -900	-6%	-$38.9K	0.34%	55
2022 Q2	$569K	Hold	14,034	–	–	0.32%	55
2022 Q1	$697K	Buy	14,034 +4,200	+43%	+$209K	0.33%	60
2021 Q4	$474K	Hold	9,834	–	–	0.22%	73
2021 Q3	$457K	Sell	9,834 -600	-6%	-$27.9K	0.23%	73
2021 Q2	$501K	Buy	10,434 +600	+6%	+$28.8K	0.27%	61
2021 Q1	$445K	Sell	9,834 -600	-6%	-$27.2K	0.24%	73
2020 Q4	$501K	Sell	10,434 -48	-0.5%	-$2.31K	0.27%	61
2020 Q3	$489K	Hold	10,482	–	–	0.29%	61
2020 Q2	$419K	Hold	10,482	–	–	0.26%	64
2020 Q1	$397K	Hold	10,482	–	–	0.28%	65
2019 Q4	$415K	Hold	10,482	–	–	0.23%	78
2019 Q3	$415K	Sell	10,482 -8,010	-43%	-$317K	0.23%	78
2019 Q2	$681K	Hold	18,492	–	–	0.37%	59
2019 Q1	$601K	Buy	18,492 +600	+3%	+$19.5K	0.31%	64
2018 Q4	$556K	Buy	17,892 +174	+1%	+$5.41K	0.31%	67
2018 Q3	$555K	Hold	17,718	–	–	0.25%	74
2018 Q2	$506K	Sell	17,718 -147	-0.8%	-$4.2K	0.24%	75
2018 Q1	$530K	Buy	17,865 +1,368	+8%	+$40.6K	0.25%	75
2017 Q4	$543K	Hold	16,497	–	–	0.25%	76
2017 Q3	$430K	Hold	16,497	–	–	0.21%	83
2017 Q2	$416K	Buy	16,497 +405	+3%	+$10.2K	0.2%	86
2017 Q1	$387K	Hold	16,092	–	–	0.19%	88
2016 Q4	$371K	Sell	16,092 -258	-2%	-$5.95K	0.19%	88
2016 Q3	$393K	Sell	16,350 -600	-4%	-$14.4K	0.2%	88
2016 Q2	$413K	Hold	16,950	–	–	0.21%	84
2016 Q1	$387K	Sell	16,950 -147	-0.9%	-$3.36K	0.2%	86
2015 Q4	$490K	Buy	17,097 +147	+0.9%	+$4.21K	0.26%	77
2015 Q3	$366K	Sell	16,950 -147	-0.9%	-$3.17K	0.21%	83
2015 Q2	$404K	Hold	17,097	–	–	0.21%	87
2015 Q1	$469K	Hold	17,097	–	–	0.24%	80
2014 Q4	$490K	Hold	17,097	–	–	0.26%	77
2014 Q3	$435K	Hold	17,097	–	–	0.23%	81
2014 Q2	$428K	Buy	17,097 +6,735	+65%	+$169K	0.25%	81
2014 Q1	$264K	Sell	10,362 -300	-3%	-$7.64K	0.16%	93
2013 Q4	$279K	Buy	10,662 +270	+3%	+$7.07K	0.16%	90
2013 Q3	$256K	Sell	10,392 -300	-3%	-$7.39K	0.15%	88
2013 Q2	$265K	Buy	+10,692	New	+$265K	0.22%	83