A detailed history of Transform Wealth, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Transform Wealth, LLC holds 195,955 shares of WMT stock, worth $18.2 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
195,955
Previous 190,547 2.84%
Holding current value
$18.2 Million
Previous $12.9 Million 22.65%
% of portfolio
1.08%
Previous 0.99%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$66.91 - $81.4 $361,849 - $440,211
5,408 Added 2.84%
195,955 $15.8 Million
Q2 2024

Jul 15, 2024

BUY
$58.85 - $68.9 $1.03 Million - $1.2 Million
17,471 Added 10.09%
190,547 $12.9 Million
Q1 2024

Apr 15, 2024

BUY
$58.61 - $175.86 $10.1 Million - $30.2 Million
171,631 Added 11877.58%
173,076 $10.4 Million
Q4 2023

Jan 18, 2024

SELL
$150.86 - $169.78 $12,672 - $14,261
-84 Reduced 5.49%
1,445 $227,000
Q3 2023

Oct 10, 2023

SELL
$153.49 - $165.25 $97,926 - $105,429
-638 Reduced 29.44%
1,529 $244,000
Q2 2023

Jul 13, 2023

BUY
$146.06 - $157.73 $52,289 - $56,467
358 Added 19.79%
2,167 $340,000
Q1 2023

Apr 14, 2023

BUY
$136.97 - $147.45 $247,778 - $266,737
1,809 New
1,809 $266,000
Q2 2022

Jul 15, 2022

SELL
$118.29 - $159.87 $417,327 - $564,021
-3,528 Closed
0 $0
Q1 2022

Apr 25, 2022

SELL
$133.53 - $149.87 $6.32 Million - $7.09 Million
-47,302 Reduced 93.06%
3,528 $525,000
Q4 2021

Jan 26, 2022

SELL
$135.47 - $151.28 $1.25 Million - $1.4 Million
-9,255 Reduced 15.4%
50,830 $7.36 Million
Q3 2021

Oct 15, 2021

BUY
$139.32 - $151.45 $1.32 Million - $1.44 Million
9,488 Added 18.75%
60,085 $8.38 Million
Q2 2021

Jul 20, 2021

BUY
$135.17 - $142.42 $3.62 Million - $3.82 Million
26,794 Added 112.57%
50,597 $7.14 Million
Q1 2021

Apr 22, 2021

BUY
$127.53 - $148.97 $380,294 - $444,228
2,982 Added 14.32%
23,803 $3.23 Million
Q4 2020

Jan 20, 2021

SELL
$138.75 - $152.79 $3.16 Million - $3.48 Million
-22,769 Reduced 52.23%
20,821 $3 Million
Q3 2020

Oct 21, 2020

BUY
$118.89 - $147.68 $189,510 - $235,401
1,594 Added 3.8%
43,590 $6.1 Million
Q2 2020

Jul 22, 2020

BUY
$114.14 - $132.33 $440,237 - $510,396
3,857 Added 10.11%
41,996 $5.03 Million
Q1 2020

Apr 30, 2020

BUY
$104.05 - $122.58 $60,869 - $71,709
585 Added 1.56%
38,139 $4.33 Million
Q4 2019

Jan 24, 2020

SELL
$116.12 - $121.28 $69,323 - $72,404
-597 Reduced 1.56%
37,554 $4.46 Million
Q3 2019

Oct 24, 2019

SELL
$105.22 - $118.68 $5,155 - $5,815
-49 Reduced 0.13%
38,151 $4.53 Million
Q2 2019

Jul 30, 2019

SELL
$96.94 - $111.24 $14,734 - $16,908
-152 Reduced 0.4%
38,200 $4.22 Million
Q1 2019

Apr 12, 2019

BUY
$92.86 - $102.2 $19,500 - $21,462
210 Added 0.55%
38,352 $3.74 Million
Q4 2018

Jan 30, 2019

SELL
$85.82 - $105.56 $45,827 - $56,369
-534 Reduced 1.38%
38,142 $3.55 Million
Q3 2018

Oct 25, 2018

BUY
$84.0 - $98.64 $312,900 - $367,434
3,725 Added 10.66%
38,676 $3.63 Million
Q2 2018

Aug 03, 2018

BUY
$82.4 - $88.46 $336,851 - $361,624
4,088 Added 13.25%
34,951 $2.99 Million
Q1 2018

May 03, 2018

BUY
$85.42 - $109.55 $267,022 - $342,453
3,126 Added 11.27%
30,863 $2.75 Million
Q4 2017

Feb 08, 2018

BUY
$78.45 - $99.62 $136,032 - $172,741
1,734 Added 6.67%
27,737 $2.74 Million
Q3 2017

Oct 19, 2017

BUY
$78.03 - $81.61 $2.03 Million - $2.12 Million
26,003
26,003 $2.03 Million

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $252B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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