IRON Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Buy |
4,125
+71
| +2% | +$6.94K | 0.21% | 72 |
|
|
2025
Q1 | $356K | Sell |
4,054
-496
| -11% | -$43.5K | 0.2% | 70 |
|
|
2024
Q4 | $411K | Buy |
4,550
+203
| +5% | +$18.3K | 0.23% | 63 |
|
|
2024
Q3 | $351K | Sell |
4,347
-11,119
| -72% | -$898K | 0.19% | 70 |
|
|
2024
Q2 | $1.05M | Buy |
15,466
+266
| +2% | +$18K | 0.59% | 32 |
|
|
2024
Q1 | $915K | Buy |
15,200
+7,901
| +108% | +$475K | 0.51% | 37 |
|
|
2023
Q4 | $384K | Sell |
7,299
-135
| -2% | -$7.09K | 0.22% | 69 |
|
|
2023
Q3 | $396K | Sell |
7,434
-11,403
| -61% | -$608K | 0.23% | 64 |
|
|
2023
Q2 | $987K | Buy |
18,837
+378
| +2% | +$19.8K | 0.53% | 37 |
|
|
2023
Q1 | $907K | Buy |
+18,459
| New | +$907K | 0.5% | 40 |
|
|
2022
Q2 | – | Sell |
-5,241
| Closed | -$260K | – | 113 |
|
|
2022
Q1 | $260K | Sell |
5,241
-246
| -4% | -$12.2K | 0.12% | 89 |
|
|
2021
Q4 | $265K | Buy |
5,487
+141
| +3% | +$6.81K | 0.12% | 91 |
|
|
2021
Q3 | $248K | Buy |
5,346
+9
| +0.2% | +$418 | 0.12% | 93 |
|
|
2021
Q2 | $251K | Buy |
5,337
+744
| +16% | +$35K | 0.12% | 89 |
|
|
2021
Q1 | $208K | Sell |
4,593
-507
| -10% | -$23K | 0.11% | 97 |
|
|
2020
Q4 | $245K | Sell |
5,100
-141
| -3% | -$6.77K | 0.12% | 100 |
|
|
2020
Q3 | $244K | Sell |
5,241
-1,011
| -16% | -$47.1K | 0.13% | 87 |
|
|
2020
Q2 | $250K | Buy |
+6,252
| New | +$250K | 0.13% | 86 |
|
|
2020
Q1 | – | Sell |
-5,757
| Closed | -$228K | – | 122 |
|
|
2019
Q4 | $228K | Buy |
5,757
+402
| +8% | +$15.9K | 0.11% | 100 |
|
|
2019
Q3 | $212K | Buy |
+5,355
| New | +$212K | 0.16% | 89 |
|