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Provence Wealth Management Group

SEC CIK
0001925991
Latest filing
Feb 6, 2024

WMT holding history

Walmart Inc. in every 13F filed by Provence Wealth Management Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q4 2023 holdings

Shares (Q4 2023)
6,161
Value
$971.3K
% of portfolio
0.5%
Quarters held
5
Since Q4 2022
Holdings of WMT by Provence Wealth Management Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20236,161$971.3K0.5%+807+15.1%AddedHolders
Q3 20235,354$856.3K0.5%+1,084+25.4%AddedHolders
Q2 20234,270$671.2K0.4%+948+28.5%AddedHolders
Q1 20233,322$489.8K0.3%+1,492+81.5%AddedHolders
Q4 20221,830$259.5K0.2%+1,830NewHolders