Mogy Joel R Investment Counsel’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 | $6.46M | Sell |
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|
2025
Q2 | $6.14M | Hold |
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|
2025
Q1 | $5.52M | Sell |
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|
2024
Q4 | $5.78M | Sell |
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|
2024
Q3 | $5.29M | Buy |
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|
2024
Q2 | $4.41M | Buy |
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|
2024
Q1 | $3.66M | Sell |
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|
2023
Q4 | $3.24M | Hold |
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|
2023
Q3 | $3.28M | Hold |
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|
2023
Q2 | $3.23M | Sell |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $3.03M | Hold |
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|
2022
Q3 | $2.77M | Sell |
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|
2022
Q2 | $2.69M | Sell |
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|
2022
Q1 | $3.3M | Hold |
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|
2021
Q4 | $3.21M | Hold |
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|
2021
Q3 | $3.09M | Sell |
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|
2021
Q2 | $3.15M | Hold |
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|
2021
Q1 | $3.03M | Hold |
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|
2020
Q4 | $3.22M | Hold |
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|
2020
Q3 | $3.12M | Hold |
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|
2020
Q2 | $2.67M | Hold |
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|
2020
Q1 | $2.54M | Hold |
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|
2019
Q4 | $2.65M | Hold |
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|
2019
Q3 | $2.65M | Buy |
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|
2019
Q2 | $2.44M | Hold |
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|
2019
Q1 | $2.15M | Hold |
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|
2018
Q4 | $2.06M | Hold |
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|
2018
Q3 | $2.07M | Sell |
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|
2018
Q2 | $1.91M | Buy |
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|
2018
Q1 | $1.97M | Buy |
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|
2017
Q4 | $2.17M | Buy |
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|
2017
Q3 | $1.7M | Hold |
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|
2017
Q2 | $1.65M | Sell |
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|
2017
Q1 | $1.6M | Sell |
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|
2016
Q4 | $1.62M | Hold |
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|
2016
Q3 | $1.69M | Hold |
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|
2016
Q2 | $1.72M | Sell |
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|
2016
Q1 | $1.67M | Buy |
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|
2015
Q4 | $1.54K | Sell |
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|
2015
Q3 | $2.27M | Sell |
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|
2015
Q2 | $4.62M | Sell |
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|
2015
Q1 | $5.59M | Sell |
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|
2014
Q4 | $5.86M | Sell |
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|
2014
Q3 | $5.25M | Sell |
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|
2014
Q2 | $5.22M | Buy |
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|
2014
Q1 | $5.3M | Buy |
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|
2013
Q4 | $5.32M | Buy |
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|
2013
Q3 | $4.97M | Buy |
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|
2013
Q2 | $4.75M | Buy |
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