Transparent Wealth Partners LLC
- SEC CIK
- 0001906537
- Latest filing
- Apr 13, 2023
WMT holding history
Walmart Inc. in every 13F filed by Transparent Wealth Partners LLC, 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 Q1 2023 holdings
- Shares (Q1 2023)
- 3,017
- Value
- $444.8K
- % of portfolio
- 0.3%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 3,017 | $444.8K | 0.3% | −59−1.9% | Reduced | Holders |
| Q4 2022 | 3,076 | $436.2K | 0.3% | +71+2.4% | Added | Holders |
| Q3 2022 | 3,005 | $390.0K | 0.3% | +12+0.4% | Added | Holders |
| Q2 2022 | 2,993 | $364.0K | 0.3% | +2,993 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −2,759−100.0% | Sold out | Holders |
| Q4 2021 | 2,759 | $399.0K | 0.3% | – | No prior filing | Holders |