TFA
Transamerica Financial Advisors’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.2K | Sell |
300
-31
| -9% | -$3.02K | ﹤0.01% | 326 |
|
|
2025
Q1 | $30K | Sell |
331
-3
| -0.9% | -$272 | ﹤0.01% | 323 |
|
|
2024
Q4 | $31K | Sell |
334
-20
| -6% | -$1.86K | ﹤0.01% | 322 |
|
|
2024
Q3 | $29K | Sell |
354
-1,986
| -85% | -$163K | ﹤0.01% | 319 |
|
|
2024
Q2 | $159K | Hold |
2,340
| – | – | 0.02% | 203 |
|
|
2024
Q1 | $141K | Sell |
2,340
-4,255
| -65% | -$256K | 0.01% | 235 |
|
|
2023
Q4 | $1.04M | Sell |
6,595
-2,111
| -24% | -$333K | 0.14% | 101 |
|
|
2023
Q3 | $1.39M | Sell |
8,706
-302
| -3% | -$48.3K | 0.19% | 97 |
|
|
2023
Q2 | $1.42M | Sell |
9,008
-5,123
| -36% | -$805K | 0.18% | 100 |
|
|
2023
Q1 | $2.08M | Sell |
14,131
-10,563
| -43% | -$1.56M | 0.28% | 61 |
|
|
2022
Q4 | $3.5M | Sell |
24,694
-983
| -4% | -$139K | 0.5% | 40 |
|
|
2022
Q3 | $3.33M | Buy |
25,677
+8,718
| +51% | +$1.13M | 0.49% | 34 |
|
|
2022
Q2 | $2.06M | Buy |
+16,959
| New | +$2.06M | 0.29% | 53 |
|
|
2021
Q3 | – | Sell |
-12
| Closed | -$2K | – | 204 |
|
|
2021
Q2 | $2K | Buy |
12
+1
| +9% | +$167 | 0.05% | 76 |
|
|
2021
Q1 | $2K | Sell |
11
-3
| -21% | -$545 | 0.05% | 114 |
|
|
2020
Q4 | $2K | Hold |
14
| – | – | 0.04% | 109 |
|
|
2020
Q3 | $2K | Sell |
14
-25,234
| -100% | -$3.6M | 0.04% | 131 |
|
|
2020
Q2 | $3.03M | Buy |
25,248
+25,243
| +504,860% | +$3.02M | 0.66% | 38 |
|
|
2020
Q1 | $1K | Buy |
5
+1
| +25% | +$200 | 0.02% | 118 |
|
|
2019
Q4 | $1K | Buy |
+4
| New | +$1K | 0.01% | 130 |
|
|
2019
Q3 | – | Sell |
-16,529
| Closed | -$1.83M | – | 529 |
|
|
2019
Q2 | $1.83M | Buy |
+16,529
| New | +$1.83M | 0.39% | 61 |
|
|
2019
Q1 | – | Sell |
-15,145
| Closed | -$1.41M | – | 465 |
|
|
2018
Q4 | $1.41M | Sell |
15,145
-3,680
| -20% | -$343K | 0.36% | 64 |
|
|
2018
Q3 | $1.77M | Buy |
18,825
+173
| +0.9% | +$16.2K | 0.38% | 69 |
|
|
2018
Q2 | $1.6M | Sell |
18,652
-97,561
| -84% | -$8.36M | 0.35% | 69 |
|
|
2018
Q1 | $10.3M | Sell |
116,213
-4,631
| -4% | -$412K | 1.53% | 8 |
|
|
2017
Q4 | $11.9M | Buy |
120,844
+9,547
| +9% | +$943K | 1.58% | 5 |
|
|
2017
Q3 | $8.7M | Buy |
111,297
+1,866
| +2% | +$146K | 1.07% | 16 |
|
|
2017
Q2 | $8.28M | Sell |
109,431
-38,038
| -26% | -$2.88M | 1.12% | 16 |
|
|
2017
Q1 | $10.6M | Buy |
147,469
+42,553
| +41% | +$3.07M | 1.27% | 12 |
|
|
2016
Q4 | $7.25M | Buy |
104,916
+61,767
| +143% | +$4.27M | 0.86% | 32 |
|
|
2016
Q3 | $3.11M | Buy |
43,149
+3,843
| +10% | +$277K | 0.34% | 86 |
|
|
2016
Q2 | $2.87M | Sell |
39,306
-757
| -2% | -$55.3K | 0.29% | 87 |
|
|
2016
Q1 | $2.74M | Buy |
40,063
+38,499
| +2,462% | +$2.64M | 0.23% | 95 |
|
|
2015
Q4 | $96K | Sell |
1,564
-48,165
| -97% | -$2.96M | 0.01% | 344 |
|
|
2015
Q3 | $3.23M | Buy |
49,729
+1,496
| +3% | +$97K | 0.26% | 80 |
|
|
2015
Q2 | $3.42M | Buy |
48,233
+3,188
| +7% | +$226K | 0.25% | 84 |
|
|
2015
Q1 | $3.71M | Buy |
45,045
+6,868
| +18% | +$565K | 0.26% | 68 |
|
|
2014
Q4 | $3.28M | Buy |
38,177
+3,636
| +11% | +$312K | 0.26% | 52 |
|
|
2014
Q3 | $2.64M | Buy |
34,541
+846
| +3% | +$64.7K | 0.24% | 59 |
|
|
2014
Q2 | $2.53M | Buy |
33,695
+1,283
| +4% | +$96.3K | 0.22% | 66 |
|
|
2014
Q1 | $2.48M | Buy |
32,412
+13,002
| +67% | +$994K | 0.25% | 57 |
|
|
2013
Q4 | $1.53M | Buy |
19,410
+3,122
| +19% | +$246K | 0.17% | 73 |
|
|
2013
Q3 | $1.21M | Buy |
16,288
+3,812
| +31% | +$282K | 0.16% | 87 |
|
|
2013
Q2 | $930K | Buy |
+12,476
| New | +$930K | 0.15% | 78 |
|