Transform Wealth’s Walmart WMT Stock Holding History

Transform Wealth’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$19.4M	Buy	220,655 +2,144	+1%	+$189K	1.18%	17
2024 Q4	$19.8M	Buy	218,511 +22,556	+12%	+$2.04M	1.1%	16
2024 Q3	$15.8M	Buy	195,955 +5,408	+3%	+$437K	1.05%	17
2024 Q2	$12.9M	Buy	190,547 +17,471	+10%	+$1.18M	0.97%	23
2024 Q1	$10.4M	Buy	173,076 +168,741	+3,893%	+$10.2M	0.99%	32
2023 Q4	$229K	Sell	4,335 -252	-5%	-$13.3K	0.02%	220
2023 Q3	$244K	Sell	4,587 -1,914	-29%	-$102K	0.03%	218
2023 Q2	$341K	Buy	6,501 +1,074	+20%	+$56.3K	0.03%	206
2023 Q1	$268K	Buy	+5,427	New	+$268K	0.03%	221
2022 Q2	–	Sell	-10,584	Closed	-$525K	–	229
2022 Q1	$525K	Sell	10,584 -141,906	-93%	-$7.04M	0.06%	151
2021 Q4	$7.36M	Sell	152,490 -27,765	-15%	-$1.34M	0.77%	47
2021 Q3	$8.38M	Buy	180,255 +28,464	+19%	+$1.32M	0.96%	35
2021 Q2	$7.14M	Buy	151,791 +80,382	+113%	+$3.78M	0.87%	43
2021 Q1	$3.23M	Buy	71,409 +8,946	+14%	+$405K	0.65%	56
2020 Q4	$3M	Sell	62,463 -68,307	-52%	-$3.28M	0.63%	55
2020 Q3	$6.1M	Buy	130,770 +4,782	+4%	+$223K	0.98%	35
2020 Q2	$5.03M	Buy	125,988 +11,571	+10%	+$462K	0.86%	46
2020 Q1	$4.33M	Buy	114,417 +1,755	+2%	+$66.5K	0.92%	37
2019 Q4	$4.46M	Sell	112,662 -1,791	-2%	-$70.9K	0.71%	58
2019 Q3	$4.53M	Sell	114,453 -147	-0.1%	-$5.82K	0.8%	47
2019 Q2	$4.22M	Sell	114,600 -456	-0.4%	-$16.8K	0.62%	63
2019 Q1	$3.74M	Buy	115,056 +630	+0.6%	+$20.5K	0.69%	62
2018 Q4	$3.55M	Sell	114,426 -1,602	-1%	-$49.7K	0.73%	59
2018 Q3	$3.63M	Buy	116,028 +11,175	+11%	+$350K	0.63%	63
2018 Q2	$2.99M	Buy	104,853 +12,264	+13%	+$350K	0.54%	64
2018 Q1	$2.75M	Buy	92,589 +9,378	+11%	+$278K	0.52%	70
2017 Q4	$2.74M	Buy	83,211 +5,202	+7%	+$171K	0.5%	67
2017 Q3	$2.03M	Buy	+78,009	New	+$2.03M	0.71%	41
2016 Q3	–	Sell	-19,524	Closed	-$475K	–	217
2016 Q2	$475K	Buy	+19,524	New	+$475K	0.2%	140