Pettee Investors’s Walmart WMT Stock Holding History

Pettee Investors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.05M	Sell
2025 Q2	$3.22M	Sell
2025 Q1	$3.02M	Buy
2024 Q4	$3.07M	Hold
2024 Q3	$2.75M	Hold
2024 Q2	$2.3M	Sell
2024 Q1	$2.23M	Hold
2023 Q4	$1.95M	Sell
2023 Q3	$2.05M	Sell
2023 Q2	$2.05M	Buy
2023 Q1	$1.82M	Hold
2022 Q4	$1.75M	Hold
2022 Q3	$1.6M	Hold
2022 Q2	$1.5M	Hold
2022 Q1	$1.83M	Buy
2021 Q4	$1.78M	Buy
2021 Q3	$1.57M	Buy
2021 Q2	$1.51M	Buy
2021 Q1	$1.32M	Buy
2020 Q4	$1.16M	Hold
2020 Q3	$1.13M	Hold
2020 Q2	$963K	Hold
2020 Q1	$914K	Hold
2019 Q4	$956K	Hold
2019 Q3	$954K	Hold
2019 Q2	$889K	Hold
2019 Q1	$784K	Sell
2018 Q4	$777K	Sell
2018 Q3	$830K	Hold
2018 Q2	$757K	Hold
2018 Q1	$787K	Hold
2017 Q4	$873K	Hold
2017 Q3	$691K	Hold
2017 Q2	$669K	Hold
2017 Q1	$637K	Hold
2016 Q4	$611K	Hold
2016 Q3	$638K	Sell
2016 Q2	$649K	Sell
2016 Q1	$670K	Sell
2015 Q4	$1.1M	Sell
2015 Q3	$1.22M	Buy
2015 Q2	$1.31M	Hold
2015 Q1	$1.52M	Hold
2014 Q4	$1.58M	Hold
2014 Q3	$1.41M	Sell
2014 Q2	$1.56M	Buy
2014 Q1	$1.54M	Hold
2013 Q4	$1.58M	Buy