CWM
Cahaba Wealth Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
11,382
-956
| -8% | -$93.5K | 0.09% | 48 |
|
|
2025
Q1 | $1.08M | Buy |
12,338
+315
| +3% | +$27.7K | 0.09% | 50 |
|
|
2024
Q4 | $1.09M | Sell |
12,023
-427
| -3% | -$38.6K | 0.09% | 47 |
|
|
2024
Q3 | $1.01M | Buy |
12,450
+752
| +6% | +$60.7K | 0.08% | 52 |
|
|
2024
Q2 | $792K | Sell |
11,698
-1,362
| -10% | -$92.2K | 0.07% | 60 |
|
|
2024
Q1 | $786K | Buy |
13,060
+8,680
| +198% | +$522K | 0.07% | 63 |
|
|
2023
Q4 | $690K | Sell |
4,380
-530
| -11% | -$83.5K | 0.07% | 64 |
|
|
2023
Q3 | $785K | Sell |
4,910
-162
| -3% | -$25.9K | 0.09% | 54 |
|
|
2023
Q2 | $797K | Sell |
5,072
-417
| -8% | -$65.5K | 0.09% | 54 |
|
|
2023
Q1 | $809K | Sell |
5,489
-77
| -1% | -$11.4K | 0.09% | 51 |
|
|
2022
Q4 | $789K | Buy |
5,566
+302
| +6% | +$42.8K | 0.1% | 54 |
|
|
2022
Q3 | $682K | Buy |
5,264
+305
| +6% | +$39.5K | 0.09% | 55 |
|
|
2022
Q2 | $602K | Sell |
4,959
-302
| -6% | -$36.7K | 0.09% | 65 |
|
|
2022
Q1 | $804K | Buy |
5,261
+195
| +4% | +$29.8K | 0.11% | 56 |
|
|
2021
Q4 | $733K | Buy |
5,066
+240
| +5% | +$34.7K | 0.1% | 58 |
|
|
2021
Q3 | $672K | Buy |
4,826
+3,129
| +184% | +$436K | 0.1% | 59 |
|
|
2021
Q2 | $241K | Buy |
+1,697
| New | +$241K | 0.04% | 70 |
|