Cohen Klingenstein’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 | $5.26M | Hold |
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|
2025
Q2 | $4.99M | Hold |
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|
2025
Q1 | $4.48M | Hold |
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|
2024
Q4 | $4.61M | Sell |
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|
2024
Q3 | $9.76M | Hold |
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|
2024
Q2 | $8.19M | Hold |
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|
2024
Q1 | $7.27M | Hold |
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|
2023
Q4 | $6.35M | Hold |
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|
2023
Q3 | $6.45M | Hold |
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|
2023
Q2 | $6.33M | Hold |
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|
2023
Q1 | $5.94M | Hold |
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|
2022
Q4 | $5.71M | Hold |
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|
2022
Q3 | $5.23M | Hold |
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|
2022
Q2 | $4.9M | Hold |
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|
2022
Q1 | $6M | Hold |
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|
2021
Q4 | $5.83M | Hold |
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|
2021
Q3 | $5.62M | Hold |
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|
2021
Q2 | $5.68M | Hold |
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|
2021
Q1 | $5.47M | Hold |
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|
2020
Q4 | $5.81M | Hold |
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|
2020
Q3 | $5.64M | Hold |
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|
2020
Q2 | $4.83M | Hold |
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|
2020
Q1 | $4.58M | Hold |
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|
2019
Q4 | $4.79M | Hold |
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|
2019
Q3 | $4.78M | Buy |
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|
2019
Q2 | $1.88M | Buy |
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