TPCW
TD Private Client Wealth’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.72M | Buy |
89,167
+6,815
| +8% | +$666K | 0.21% | 74 |
|
|
2025
Q1 | $7.23M | Buy |
82,352
+3,043
| +4% | +$267K | 0.2% | 80 |
|
|
2024
Q4 | $7.17M | Sell |
79,309
-13,377
| -14% | -$1.21M | 0.2% | 77 |
|
|
2024
Q3 | $7.48M | Sell |
92,686
-17,455
| -16% | -$1.41M | 0.22% | 78 |
|
|
2024
Q2 | $7.46M | Buy |
110,141
+1,795
| +2% | +$122K | 0.23% | 70 |
|
|
2024
Q1 | $6.52M | Buy |
108,346
+75,845
| +233% | +$4.56M | 0.21% | 75 |
|
|
2023
Q4 | $5.12M | Sell |
32,501
-1,150
| -3% | -$181K | 0.19% | 95 |
|
|
2023
Q3 | $5.38M | Sell |
33,651
-8,532
| -20% | -$1.36M | 0.23% | 85 |
|
|
2023
Q2 | $6.63M | Sell |
42,183
-5,451
| -11% | -$857K | 0.29% | 67 |
|
|
2023
Q1 | $7.02M | Buy |
47,634
+7,640
| +19% | +$1.13M | 0.32% | 62 |
|
|
2022
Q4 | $5.67M | Sell |
39,994
-1,739
| -4% | -$247K | 0.27% | 80 |
|
|
2022
Q3 | $5.41M | Sell |
41,733
-413
| -1% | -$53.6K | 0.28% | 77 |
|
|
2022
Q2 | $5.12M | Buy |
42,146
+748
| +2% | +$90.9K | 0.25% | 88 |
|
|
2022
Q1 | $6.16M | Sell |
41,398
-3,290
| -7% | -$490K | 0.26% | 84 |
|
|
2021
Q4 | $6.47M | Sell |
44,688
-5,598
| -11% | -$810K | 0.27% | 76 |
|
|
2021
Q3 | $7.01M | Buy |
50,286
+1,004
| +2% | +$140K | 0.3% | 77 |
|
|
2021
Q2 | $6.95M | Buy |
49,282
+3,837
| +8% | +$541K | 0.3% | 75 |
|
|
2021
Q1 | $6.17M | Buy |
45,445
+360
| +0.8% | +$48.9K | 0.29% | 78 |
|
|
2020
Q4 | $6.5M | Buy |
45,085
+13,024
| +41% | +$1.88M | 0.33% | 71 |
|
|
2020
Q3 | $4.49M | Buy |
32,061
+783
| +3% | +$110K | 0.25% | 87 |
|
|
2020
Q2 | $3.75M | Buy |
31,278
+5,693
| +22% | +$682K | 0.22% | 95 |
|
|
2020
Q1 | $2.91M | Buy |
25,585
+10,407
| +69% | +$1.18M | 0.21% | 104 |
|
|
2019
Q4 | $1.8M | Buy |
+15,178
| New | +$1.8M | 0.11% | 193 |
|