Ironwood 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 | $798K | Hold |
9,087
| – | – | 0.17% | 85 |
|
|
2025
Q1 | $798K | Buy |
9,087
+38
| +0.4% | +$3.34K | 0.17% | 85 |
|
|
2024
Q4 | $818K | Hold |
9,049
| – | – | 0.17% | 85 |
|
|
2024
Q3 | $731K | Sell |
9,049
-458
| -5% | -$37K | 0.15% | 88 |
|
|
2024
Q2 | $644K | Buy |
9,507
+41
| +0.4% | +$2.78K | 0.14% | 96 |
|
|
2024
Q1 | $570K | Buy |
9,466
+19
| +0.2% | +$1.14K | 0.13% | 100 |
|
|
2023
Q4 | $496K | Sell |
9,447
-198
| -2% | -$10.4K | 0.12% | 101 |
|
|
2023
Q3 | $514K | Buy |
9,645
+3
| +0% | +$160 | 0.14% | 90 |
|
|
2023
Q2 | $505K | Sell |
9,642
-366
| -4% | -$19.2K | 0.13% | 95 |
|
|
2023
Q1 | $492K | Buy |
10,008
+3
| +0% | +$147 | 0.14% | 94 |
|
|
2022
Q4 | $473K | Hold |
10,005
| – | – | 0.15% | 91 |
|
|
2022
Q3 | $433K | Buy |
10,005
+6
| +0.1% | +$260 | 0.14% | 79 |
|
|
2022
Q2 | $405K | Buy |
9,999
+6
| +0.1% | +$243 | 0.13% | 87 |
|
|
2022
Q1 | $496K | Sell |
9,993
-60
| -0.6% | -$2.98K | 0.14% | 81 |
|
|
2021
Q4 | $485K | Sell |
10,053
-66
| -0.7% | -$3.18K | 0.13% | 84 |
|
|
2021
Q3 | $470K | Buy |
10,119
+33
| +0.3% | +$1.53K | 0.14% | 84 |
|
|
2021
Q2 | $474K | Buy |
10,086
+138
| +1% | +$6.49K | 0.14% | 82 |
|
|
2021
Q1 | $450K | Buy |
9,948
+2,406
| +32% | +$109K | 0.15% | 81 |
|
|
2020
Q4 | $362K | Buy |
7,542
+6,396
| +558% | +$307K | 0.14% | 82 |
|
|
2020
Q3 | $53K | Buy |
1,146
+105
| +10% | +$4.86K | 0.03% | 114 |
|
|
2020
Q2 | $42K | Buy |
1,041
+198
| +23% | +$7.99K | 0.02% | 119 |
|
|
2020
Q1 | $32K | Hold |
843
| – | – | 0.02% | 114 |
|
|
2019
Q4 | $33K | Hold |
843
| – | – | 0.02% | 151 |
|
|
2019
Q3 | $33K | Hold |
843
| – | – | 0.02% | 155 |
|
|
2019
Q2 | $31K | Hold |
843
| – | – | 0.02% | 157 |
|
|
2019
Q1 | $27K | Hold |
843
| – | – | 0.01% | 165 |
|
|
2018
Q4 | $26K | Buy |
+843
| New | +$26K | 0.01% | 158 |
|
|
2015
Q3 | $4K | Hold |
192
| – | – | ﹤0.01% | 294 |
|
|
2015
Q2 | $5K | Hold |
192
| – | – | ﹤0.01% | 255 |
|
|
2015
Q1 | $5K | Sell |
192
-9
| -4% | -$234 | ﹤0.01% | 253 |
|
|
2014
Q4 | $6K | Buy |
+201
| New | +$6K | ﹤0.01% | 208 |
|