Curi Wealth Management’s Walmart Inc WMT Stock Holding History

Curi Wealth 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
2024 Q1	–	Sell	-6,435	Closed	-$338K	–	154
2023 Q4	$338K	Sell	6,435 -957	-13%	-$50.6K	0.05%	114
2023 Q3	$394K	Sell	7,392 -69	-0.9%	-$3.67K	0.06%	95
2023 Q2	$391K	Hold	7,461	–	–	0.05%	109
2023 Q1	$367K	Sell	7,461 -432	-5%	-$20.5K	0.05%	106
2022 Q4	$373K	Buy	7,893 +1,821	+30%	+$86.5K	0.05%	129
2022 Q3	$262K	Buy	6,072 +3,312	+120%	+$145K	0.04%	144
2022 Q2	$112K	Buy	2,760 +2,487	+911%	+$115K	0.02%	166
2022 Q1	$13K	Sell	273 -33	-11%	-$1.55K	﹤0.01%	334
2021 Q4	$14K	Buy	+306	New	+$14.6K	﹤0.01%	286
2021 Q1	–	Sell	-267	Closed	-$12K	–	493
2020 Q4	$12K	Buy	+267	New	+$13K	0.01%	233

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Curi Wealth Management's WMT Position: Q1 2024 in Review

Curi Wealth Management sold out of Walmart Inc (WMT) in Q1 2024, closing a stake of 6,435 shares — an estimated $338K sold.

Curi Wealth Management first reported a position in WMT in Q4 2020 and held it in 10 quarters. The position peaked at $394K in Q3 2023. 3,205 funds tracked by Wall St. Rank hold WMT as of Q1 2024.

Curi Wealth Management reported no remaining Walmart Inc position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 6,435 Walmart Inc shares in Q1 2024, an estimated $338K.
Curi Wealth Management first reported a position in Walmart Inc in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's Walmart Inc position peaked at $394K in Q3 2023.
3,205 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.