Waverly Advisors’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
35,242
+210
| +0.6% | +$7.66K | 0.01% | 564 |
|
|
2025
Q1 | $1.21M | Buy |
35,032
+13
| +0% | +$448 | 0.01% | 571 |
|
|
2024
Q4 | $1.24M | Buy |
35,019
+4,121
| +13% | +$146K | 0.02% | 477 |
|
|
2024
Q3 | $983K | Sell |
30,898
-1,004
| -3% | -$31.9K | 0.02% | 448 |
|
|
2024
Q2 | $958K | Buy |
31,902
+25
| +0.1% | +$751 | 0.02% | 437 |
|
|
2024
Q1 | $896K | Buy |
31,877
+3,623
| +13% | +$102K | 0.02% | 387 |
|
|
2023
Q4 | $788K | Buy |
+28,254
| New | +$788K | 0.03% | 243 |
|
|
2015
Q4 | – | Sell |
-1,457
| Closed | -$34K | – | 369 |
|
|
2015
Q3 | $34K | Buy |
1,457
+864
| +146% | +$20.2K | 0.02% | 186 |
|
|
2015
Q2 | $15K | Hold |
593
| – | – | 0.01% | 241 |
|
|
2015
Q1 | $14K | Hold |
593
| – | – | 0.01% | 230 |
|
|
2014
Q4 | $15K | Hold |
593
| – | – | 0.01% | 245 |
|
|
2014
Q3 | $14K | Hold |
593
| – | – | 0.01% | 408 |
|
|
2014
Q2 | $15K | Hold |
593
| – | – | 0.01% | 378 |
|
|
2014
Q1 | $15K | Hold |
593
| – | – | 0.01% | 364 |
|
|
2013
Q4 | $16K | Hold |
593
| – | – | 0.01% | 499 |
|
|
2013
Q3 | $15K | Buy |
+593
| New | +$15K | 0.01% | 397 |
|