Ownership history in Transform Wealth, LLC · 29 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in WAL-MART STORES INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | ADDED | 220,655 | +2,144 | +1.0% | 1.18% | $19.4M | $87.02 |
| 2024 Q4 | ADDED | 218,511 | +22,556 | +11.5% | 1.10% | $19.8M | $89.31 |
| 2024 Q3 | ADDED | 195,955 | +5,408 | +2.8% | 1.05% | $15.8M | $79.64 |
| 2024 Q2 | ADDED | 190,547 | +17,471 | +10.1% | 0.97% | $12.9M | $66.59 |
| 2024 Q1 | ADDED | 173,076 | +171,631 | +11877.6% | 0.99% | $10.4M | $58.97 |
| 2023 Q4 | REDUCED | 1,445 | -84 | -5.5% | 0.02% | $229K | $51.33 |
| 2023 Q3 | REDUCED | 1,529 | -638 | -29.4% | 0.03% | $244K | $51.88 |
| 2023 Q2 | ADDED | 2,167 | +358 | +19.8% | 0.03% | $341K | $50.81 |
| 2023 Q1 | REDUCED | 1,809 | -1,719 | -48.7% | 0.03% | $268K | $47.48 |
| 2022 Q1 | REDUCED | 3,528 | -47,302 | -93.1% | 0.06% | $525K | $47.20 |
As of 2025 Q4 — sorted by position size