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Catawba Capital Management’s Walmart Inc WMT Stock Holding History

Catawba Capital Management’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
2018
Q2 		$299K Buy
10,461
+1,800
+21% +$51.2K 0.07% 169
2018
Q1 		$257K Hold
8,661
– – 0.06% 184
2017
Q4 		$285K Sell
8,661
-450
-5% -$13.8K 0.06% 178
2017
Q3 		$237K Hold
9,111
– – 0.05% 203
2017
Q2 		$230K Buy
+9,111
New +$231K 0.05% 214
2015
Q1 		– Sell
-7,164
Closed -$205K – 256
2014
Q4 		$205K Buy
+7,164
New +$194K 0.05% 235

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