Kovitz Investment Group Partners’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.4M | Sell |
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|
2025
Q1 | $49.2M | Buy |
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|
2024
Q4 | $37.7M | Buy |
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|
2024
Q3 | $28M | Buy |
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|
2024
Q2 | $22.1M | Buy |
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|
2024
Q1 | $13.9M | Buy |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $11.3M | Sell |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $9.96M | Sell |
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|
2022
Q3 | $9.39M | Sell |
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|
2022
Q2 | $9.04M | Sell |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $10.9M | Sell |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $10.2M | Sell |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $10.8M | Buy |
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|
2020
Q2 | $9.1M | Sell |
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|
2020
Q1 | $8.86M | Sell |
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|
2019
Q4 | $9.86M | Sell |
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|
2019
Q3 | $10.3M | Sell |
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|
2019
Q2 | $10.2M | Sell |
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|
2019
Q1 | $9.43M | Buy |
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|
2018
Q4 | $8.96M | Buy |
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|
2018
Q3 | $1.9M | Buy |
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|
2018
Q2 | $1.71M | Buy |
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|
2018
Q1 | $1.75M | Sell |
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|
2017
Q4 | $1.96K | Sell |
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|
2017
Q3 | $1.67M | Buy |
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|
2017
Q2 | $1.57M | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $939K | Buy |
|