Sigma Investment Counselors’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 | $443K | Buy |
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|
2025
Q2 | $410K | Buy |
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|
2025
Q1 | $308K | Sell |
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|
2024
Q4 | $376K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $219K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $217K | Hold |
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|
2021
Q4 | $211K | Sell |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $224K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $303K | Buy |
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|
2016
Q2 | $278K | Hold |
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|
2016
Q1 | $261K | Hold |
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|
2015
Q4 | $233K | Hold |
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|
2015
Q3 | $247K | Buy |
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