CIM
Corda Investment Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
13,789
-1,232
| -8% | -$120K | 0.1% | 68 |
|
|
2025
Q1 | $1.32M | Buy |
15,021
+299
| +2% | +$26.2K | 0.1% | 64 |
|
|
2024
Q4 | $1.33M | Buy |
14,722
+340
| +2% | +$30.7K | 0.11% | 63 |
|
|
2024
Q3 | $1.16M | Buy |
+14,382
| New | +$1.16M | 0.09% | 67 |
|
|
2017
Q1 | – | Sell |
-230,099
| Closed | -$15.9M | – | 61 |
|
|
2016
Q4 | $15.9M | Sell |
230,099
-9,420
| -4% | -$651K | 2.46% | 18 |
|
|
2016
Q3 | $16.9M | Sell |
239,519
-8,434
| -3% | -$597K | 2.77% | 13 |
|
|
2016
Q2 | $18.1M | Buy |
247,953
+1,339
| +0.5% | +$97.8K | 2.9% | 11 |
|
|
2016
Q1 | $16.9M | Buy |
246,614
+487
| +0.2% | +$33.4K | 2.97% | 9 |
|
|
2015
Q4 | $15.1M | Buy |
246,127
+37,443
| +18% | +$2.3M | 2.83% | 14 |
|
|
2015
Q3 | $13.5M | Buy |
208,684
+46,654
| +29% | +$3.03M | 2.63% | 16 |
|
|
2015
Q2 | $11.5M | Buy |
162,030
+89,182
| +122% | +$6.33M | 2.14% | 20 |
|
|
2015
Q1 | $5.99M | Sell |
72,848
-735
| -1% | -$60.5K | 1.11% | 34 |
|
|
2014
Q4 | $6.32M | Buy |
73,583
+142
| +0.2% | +$12.2K | 1.19% | 34 |
|
|
2014
Q3 | $5.62M | Sell |
73,441
-657
| -0.9% | -$50.2K | 1.16% | 34 |
|
|
2014
Q2 | $5.56M | Sell |
74,098
-223
| -0.3% | -$16.7K | 1.16% | 35 |
|
|
2014
Q1 | $5.68M | Buy |
74,321
+1,270
| +2% | +$97.1K | 1.4% | 29 |
|
|
2013
Q4 | $5.75M | Sell |
73,051
-1,186
| -2% | -$93.3K | 1.38% | 31 |
|
|
2013
Q3 | $5.49M | Sell |
74,237
-188
| -0.3% | -$13.9K | 1.5% | 29 |
|
|
2013
Q2 | $5.54M | Buy |
+74,425
| New | +$5.54M | 1.88% | 26 |
|