TCV Trust & Wealth Management’s Walmart WMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.57M | Buy |
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2025
Q1 | $3.18M | Buy |
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2024
Q4 | $3.25M | Buy |
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2024
Q3 | $2.9M | Sell |
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2024
Q2 | $2.47M | Sell |
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2024
Q1 | $2.22M | Sell |
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2023
Q4 | $1.94M | Sell |
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2023
Q3 | $2.06M | Sell |
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2023
Q2 | $2.03M | Sell |
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2023
Q1 | $2M | Sell |
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2022
Q4 | $2M | Sell |
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2022
Q3 | $1.84M | Sell |
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2022
Q2 | $1.84M | Buy |
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2022
Q1 | $2.21M | Buy |
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2021
Q4 | $2.14M | Hold |
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2021
Q3 | $2.06M | Sell |
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2021
Q2 | $2.04M | Buy |
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2021
Q1 | $2M | Sell |
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2020
Q4 | $2.13M | Buy |
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2020
Q3 | $2.02M | Sell |
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2020
Q2 | $1.76M | Sell |
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2020
Q1 | $1.72M | Buy |
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2019
Q4 | $1.77M | Hold |
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2019
Q3 | $1.77M | Sell |
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2019
Q2 | $1.66M | Buy |
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2019
Q1 | $1.42M | Sell |
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2018
Q4 | $1.38M | Buy |
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2018
Q3 | $1.37M | Buy |
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2018
Q2 | $1.12M | Buy |
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2018
Q1 | $911K | Buy |
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2017
Q4 | $1.01M | Buy |
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2017
Q3 | $785K | Sell |
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2017
Q2 | $772K | Sell |
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2017
Q1 | $857K | Sell |
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2016
Q4 | $831K | Buy |
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2016
Q3 | $760K | Buy |
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2016
Q2 | $762K | Sell |
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2016
Q1 | $796K | Sell |
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2015
Q4 | $1.08M | Sell |
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2015
Q3 | $4.89M | Sell |
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2015
Q2 | $5.53M | Sell |
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2015
Q1 | $6.51M | Sell |
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2014
Q4 | $6.88M | Sell |
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2014
Q3 | $6.15M | Sell |
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2014
Q2 | $6.11M | Sell |
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2014
Q1 | $6.36M | Buy |
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2013
Q4 | $6.41M | Buy |
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2013
Q3 | $6.02M | Sell |
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2013
Q2 | $6.12M | Buy |
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