TFP
Tilia Fiduciary Partners’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
39,027
+408
| +1% | +$39.9K | 2.33% | 8 |
|
|
2025
Q1 | $3.39M | Sell |
38,619
-296
| -0.8% | -$26K | 2.26% | 9 |
|
|
2024
Q4 | $3.52M | Sell |
38,915
-369
| -0.9% | -$33.3K | 2.4% | 8 |
|
|
2024
Q3 | $3.17M | Buy |
39,284
+524
| +1% | +$42.3K | 2.2% | 7 |
|
|
2024
Q2 | $2.62M | Buy |
38,760
+1,915
| +5% | +$130K | 2.05% | 12 |
|
|
2024
Q1 | $2.22M | Buy |
36,845
+25,530
| +226% | +$1.54M | 1.8% | 19 |
|
|
2023
Q4 | $1.78M | Buy |
11,315
+362
| +3% | +$57.1K | 1.66% | 18 |
|
|
2023
Q3 | $1.75M | Buy |
10,953
+464
| +4% | +$74.2K | 1.82% | 14 |
|
|
2023
Q2 | $1.65M | Buy |
10,489
+1,340
| +15% | +$211K | 1.47% | 16 |
|
|
2023
Q1 | $1.35M | Buy |
9,149
+207
| +2% | +$30.5K | 1.29% | 22 |
|
|
2022
Q4 | $1.27M | Buy |
8,942
+68
| +0.8% | +$9.64K | 1.22% | 23 |
|
|
2022
Q3 | $1.18M | Buy |
8,874
+218
| +3% | +$28.9K | 1.19% | 22 |
|
|
2022
Q2 | $1.08M | Buy |
8,656
+489
| +6% | +$61.2K | 1.03% | 28 |
|
|
2022
Q1 | $1.22M | Buy |
8,167
+370
| +5% | +$55.1K | 1.03% | 27 |
|
|
2021
Q4 | $1.13M | Buy |
+7,797
| New | +$1.13M | 0.91% | 37 |
|