Kovitz Investment Group’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $32.4M | Buy |
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|
2015
Q3 | $34.2M | Buy |
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|
2015
Q2 | $37M | Buy |
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|
2015
Q1 | $42.8M | Sell |
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|
2014
Q4 | $51.6M | Sell |
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|
2014
Q3 | $59.5M | Sell |
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|
2014
Q2 | $59M | Sell |
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|
2014
Q1 | $60.6M | Sell |
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|
2013
Q4 | $66.8M | Sell |
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|
2013
Q3 | $64M | Buy |
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|
2013
Q2 | $58.9M | Buy |
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