Ipswich Investment Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,259
| Closed | -$204K | – | 193 |
|
|
2024
Q4 | $204K | Buy |
+2,259
| New | +$204K | 0.05% | 181 |
|
|
2023
Q3 | – | Sell |
-4,758
| Closed | -$249K | – | 189 |
|
|
2023
Q2 | $249K | Sell |
4,758
-1,605
| -25% | -$84.1K | 0.07% | 166 |
|
|
2023
Q1 | $313K | Buy |
+6,363
| New | +$313K | 0.09% | 147 |
|
|
2019
Q1 | – | Sell |
-828
| Closed | -$26K | – | 394 |
|
|
2018
Q4 | $26K | Buy |
+828
| New | +$26K | 0.01% | 315 |
|
|
2016
Q2 | – | Sell |
-708
| Closed | -$16K | – | 329 |
|
|
2016
Q1 | $16K | Buy |
+708
| New | +$16K | 0.01% | 303 |
|