Waverly Advisors’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $983K | Sell |
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|
2024
Q2 | $958K | Buy |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $788K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $34K | Buy |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $14K | Hold |
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|
2014
Q4 | $15K | Hold |
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|
2014
Q3 | $14K | Hold |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $15K | Hold |
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|
2013
Q4 | $16K | Hold |
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|
2013
Q3 | $15K | Buy |
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