Bourgeon Capital Management’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 | $292K | Hold |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $132K | Hold |
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|
2023
Q3 | $134K | Hold |
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|
2023
Q2 | $132K | Hold |
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|
2023
Q1 | $124K | Hold |
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|
2022
Q4 | $119K | Hold |
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|
2022
Q3 | $109K | Buy |
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|
2022
Q2 | $65K | Hold |
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|
2022
Q1 | $80K | Sell |
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|
2021
Q4 | $84K | Hold |
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|
2021
Q3 | $81K | Hold |
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|
2021
Q2 | $82K | Hold |
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|
2021
Q1 | $79K | Sell |
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|
2020
Q4 | $91K | Hold |
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|
2020
Q3 | $88K | Hold |
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|
2020
Q2 | $75K | Hold |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $75K | Hold |
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|
2019
Q3 | $75K | Buy |
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