TCWA
Turtle Creek Wealth Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
19,138
+5,875
| +44% | +$574K | 0.22% | 86 |
|
|
2025
Q1 | $1.16M | Buy |
13,263
+417
| +3% | +$36.6K | 0.17% | 87 |
|
|
2024
Q4 | $1.16M | Buy |
12,846
+2,287
| +22% | +$207K | 0.27% | 54 |
|
|
2024
Q3 | $853K | Buy |
10,559
+752
| +8% | +$60.7K | 0.17% | 78 |
|
|
2024
Q2 | $664K | Buy |
9,807
+1,031
| +12% | +$69.8K | 0.15% | 82 |
|
|
2024
Q1 | $528K | Buy |
8,776
+6,230
| +245% | +$375K | 0.13% | 88 |
|
|
2023
Q4 | $401K | Buy |
+2,546
| New | +$401K | 0.12% | 104 |
|