Ironsides Asset 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 | $563K | Buy |
+5,760
| New | +$563K | 0.16% | 37 |
|
|
2017
Q1 | – | Sell |
-16,125
| Closed | -$372K | – | 145 |
|
|
2016
Q4 | $372K | Buy |
16,125
+5,469
| +51% | +$126K | 0.1% | 117 |
|
|
2016
Q3 | $256K | Buy |
10,656
+426
| +4% | +$10.2K | 0.07% | 141 |
|
|
2016
Q2 | $249K | Sell |
10,230
-345
| -3% | -$8.4K | 0.08% | 131 |
|
|
2016
Q1 | $242K | Buy |
+10,575
| New | +$242K | 0.06% | 161 |
|
|
2015
Q4 | – | Sell |
-14,295
| Closed | -$309K | – | 170 |
|
|
2015
Q3 | $309K | Buy |
+14,295
| New | +$309K | 0.09% | 127 |
|