Iron Gate Global Advisors’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.83M | Sell |
39,129
-4,138
| -10% | -$405K | 0.43% | 24 |
|
|
2025
Q1 | $3.81M | Sell |
43,267
-4,528
| -9% | -$399K | 0.52% | 23 |
|
|
2024
Q4 | $4.32M | Buy |
47,795
+87
| +0.2% | +$7.86K | 0.61% | 21 |
|
|
2024
Q3 | $3.85M | Buy |
47,708
+68
| +0.1% | +$5.49K | 0.6% | 21 |
|
|
2024
Q2 | $3.23M | Sell |
47,640
-603
| -1% | -$40.8K | 0.53% | 20 |
|
|
2024
Q1 | $2.91M | Buy |
48,243
+306
| +0.6% | +$18.4K | 0.52% | 20 |
|
|
2023
Q4 | $2.52M | Buy |
47,937
+258
| +0.5% | +$13.6K | 0.5% | 22 |
|
|
2023
Q3 | $2.58M | Sell |
47,679
-303
| -0.6% | -$16.4K | 0.58% | 22 |
|
|
2023
Q2 | $2.51M | Sell |
47,982
-408
| -0.8% | -$21.4K | 0.54% | 23 |
|
|
2023
Q1 | $2.38M | Sell |
48,390
-333
| -0.7% | -$16.4K | 0.59% | 24 |
|
|
2022
Q4 | $2.3M | Sell |
48,723
-321
| -0.7% | -$15.2K | 0.63% | 25 |
|
|
2022
Q3 | $2.12M | Sell |
49,044
-2,073
| -4% | -$89.6K | 0.59% | 22 |
|
|
2022
Q2 | $2.07M | Buy |
51,117
+1,449
| +3% | +$58.7K | 0.57% | 23 |
|
|
2022
Q1 | $2.47M | Sell |
49,668
-414
| -0.8% | -$20.6K | 0.56% | 23 |
|
|
2021
Q4 | $2.37M | Sell |
50,082
-57
| -0.1% | -$2.7K | 0.56% | 22 |
|
|
2021
Q3 | $2.33M | Sell |
50,139
-168
| -0.3% | -$7.81K | 0.63% | 23 |
|
|
2021
Q2 | $2.36M | Buy |
50,307
+408
| +0.8% | +$19.2K | 0.66% | 21 |
|
|
2021
Q1 | $2.26M | Buy |
49,899
+4,029
| +9% | +$182K | 0.72% | 21 |
|
|
2020
Q4 | $2.2M | Sell |
45,870
-1,539
| -3% | -$73.9K | 0.81% | 24 |
|
|
2020
Q3 | $2.21M | Sell |
47,409
-504
| -1% | -$23.5K | 0.93% | 19 |
|
|
2020
Q2 | $1.91M | Buy |
47,913
+18,996
| +66% | +$758K | 0.93% | 21 |
|
|
2020
Q1 | $1.1M | Buy |
28,917
+588
| +2% | +$22.3K | 0.74% | 22 |
|
|
2019
Q4 | $1.12M | Sell |
28,329
-9
| -0% | -$357 | 0.64% | 25 |
|
|
2019
Q3 | $1.12M | Buy |
28,338
+723
| +3% | +$28.6K | 0.68% | 27 |
|
|
2019
Q2 | $1.02M | Buy |
27,615
+10,806
| +64% | +$398K | 0.68% | 26 |
|
|
2019
Q1 | $544K | Buy |
16,809
+5,337
| +47% | +$173K | 0.22% | 36 |
|
|
2018
Q4 | $356K | Sell |
11,472
-600
| -5% | -$18.6K | 0.26% | 41 |
|
|
2018
Q3 | $378K | Buy |
12,072
+6,735
| +126% | +$211K | 0.25% | 38 |
|
|
2018
Q2 | $152K | Buy |
+5,337
| New | +$152K | 0.11% | 52 |
|
|
2017
Q4 | – | Sell |
-1,800
| Closed | -$46K | – | 52 |
|
|
2017
Q3 | $46K | Buy |
+1,800
| New | +$46K | 0.04% | 46 |
|