TCPG
Trivant Custom Portfolio Group’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Sell |
50,711
-1,370
| -3% | -$134K | 2.72% | 9 |
|
|
2025
Q1 | $4.57M | Sell |
52,081
-562
| -1% | -$49.3K | 2.63% | 9 |
|
|
2024
Q4 | $4.76M | Sell |
52,643
-640
| -1% | -$57.8K | 2.78% | 10 |
|
|
2024
Q3 | $4.3M | Sell |
53,283
-257
| -0.5% | -$20.8K | 2.48% | 10 |
|
|
2024
Q2 | $3.63M | Sell |
53,540
-254
| -0.5% | -$17.2K | 2.23% | 13 |
|
|
2024
Q1 | $3.24M | Buy |
53,794
+35,263
| +190% | +$2.12M | 2.06% | 20 |
|
|
2023
Q4 | $2.92M | Buy |
18,531
+125
| +0.7% | +$19.7K | 1.95% | 22 |
|
|
2023
Q3 | $2.94M | Buy |
18,406
+566
| +3% | +$90.5K | 2.16% | 15 |
|
|
2023
Q2 | $2.8M | Buy |
+17,840
| New | +$2.8M | 1.98% | 17 |
|