Ironwood Financial’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $937K | Buy |
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|
2025
Q2 | $798K | Hold |
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|
2025
Q1 | $798K | Buy |
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|
2024
Q4 | $818K | Hold |
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|
2024
Q3 | $731K | Sell |
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|
2024
Q2 | $644K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $496K | Sell |
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|
2023
Q3 | $514K | Buy |
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|
2023
Q2 | $505K | Sell |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $473K | Hold |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $485K | Sell |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $474K | Buy |
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|
2021
Q1 | $450K | Buy |
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|
2020
Q4 | $362K | Buy |
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|
2020
Q3 | $53K | Buy |
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|
2020
Q2 | $42K | Buy |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $33K | Hold |
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|
2019
Q3 | $33K | Hold |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $27K | Hold |
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|
2018
Q4 | $26K | Buy |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $5K | Hold |
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|
2015
Q1 | $5K | Sell |
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|
2014
Q4 | $6K | Buy |
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