CIA
Concurrent Investment Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.6M | Buy |
394,784
+28,423
| +8% | +$2.78M | 0.75% | 20 |
|
|
2025
Q1 | $32.2M | Buy |
366,361
+29,475
| +9% | +$2.59M | 0.78% | 18 |
|
|
2024
Q4 | $30.4M | Buy |
336,886
+40,421
| +14% | +$3.65M | 0.82% | 22 |
|
|
2024
Q3 | $23.9M | Buy |
296,465
+14,604
| +5% | +$1.18M | 0.71% | 24 |
|
|
2024
Q2 | $19.1M | Buy |
281,861
+53,415
| +23% | +$3.62M | 0.63% | 29 |
|
|
2024
Q1 | $13.7M | Buy |
228,446
+146,591
| +179% | +$8.82M | 0.55% | 37 |
|
|
2023
Q4 | $12.9M | Buy |
+81,855
| New | +$12.9M | 0.61% | 34 |
|