Iron Horse Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Hold |
1,517
| – | – | 0.04% | 64 |
|
|
2025
Q1 | $133K | Buy |
1,517
+35
| +2% | +$3.07K | 0.04% | 66 |
|
|
2024
Q4 | $134K | Buy |
1,482
+420
| +40% | +$37.9K | 0.04% | 64 |
|
|
2024
Q3 | $85.8K | Buy |
1,062
+420
| +65% | +$33.9K | 0.03% | 74 |
|
|
2024
Q2 | $43.5K | Hold |
642
| – | – | 0.02% | 109 |
|
|
2024
Q1 | $38.6K | Buy |
642
+420
| +189% | +$25.3K | 0.02% | 100 |
|
|
2023
Q4 | $11.7K | Hold |
222
| – | – | 0.01% | 173 |
|
|
2023
Q3 | $11.8K | Hold |
222
| – | – | 0.01% | 161 |
|
|
2023
Q2 | $11.6K | Hold |
222
| – | – | 0.01% | 144 |
|
|
2023
Q1 | $10.9K | Buy |
222
+42
| +23% | +$2.06K | 0.01% | 154 |
|
|
2022
Q4 | $9K | Buy |
+180
| New | +$9K | ﹤0.01% | 132 |
|
|
2022
Q3 | – | Sell |
-180
| Closed | -$7K | – | 297 |
|
|
2022
Q2 | $7K | Hold |
180
| – | – | ﹤0.01% | 138 |
|
|
2022
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 138 |
|
|
2021
Q4 | $9K | Hold |
180
| – | – | 0.01% | 125 |
|
|
2021
Q3 | $8K | Hold |
180
| – | – | 0.01% | 123 |
|
|
2021
Q2 | $8K | Hold |
180
| – | – | 0.01% | 128 |
|
|
2021
Q1 | $8K | Hold |
180
| – | – | 0.01% | 119 |
|
|
2020
Q4 | $9K | Buy |
+180
| New | +$9K | 0.01% | 106 |
|