TCA
Trifecta Capital Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.63M | Buy |
57,619
+4,680
| +9% | +$458K | 0.94% | 37 |
|
|
2025
Q1 | $4.65M | Sell |
52,939
-630
| -1% | -$55.3K | 0.97% | 35 |
|
|
2024
Q4 | $4.84M | Buy |
53,569
+970
| +2% | +$87.6K | 0.96% | 34 |
|
|
2024
Q3 | $4.25M | Buy |
52,599
+2,149
| +4% | +$174K | 0.89% | 35 |
|
|
2024
Q2 | $3.42M | Buy |
50,450
+5,169
| +11% | +$350K | 0.76% | 43 |
|
|
2024
Q1 | $2.72M | Buy |
45,281
+30,741
| +211% | +$1.85M | 0.66% | 43 |
|
|
2023
Q4 | $2.29M | Buy |
14,540
+585
| +4% | +$92.2K | 0.63% | 45 |
|
|
2023
Q3 | $2.23M | Buy |
13,955
+171
| +1% | +$27.3K | 0.72% | 40 |
|
|
2023
Q2 | $2.17M | Buy |
13,784
+316
| +2% | +$49.7K | 0.7% | 42 |
|
|
2023
Q1 | $1.99M | Buy |
13,468
+150
| +1% | +$22.1K | 0.7% | 43 |
|
|
2022
Q4 | $1.89M | Buy |
+13,318
| New | +$1.89M | 0.75% | 43 |
|