A detailed history of Heritage Wealth Management, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 80,378 shares of WMT stock, worth $6.63 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares
80,378
Previous 80,053 0.41%
Holding current value
$6.63 Million
Previous $5.61 Billion 15.76%
% of portfolio
2.13%
Previous 1.88%

Shares

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

Oct 31, 2024

BUY
$66.91 - $81.4 $21,745 - $26,455
325 Added 0.41%
80,378 $6.49 Billion
Q2 2024

Sep 09, 2024

BUY
$58.85 - $68.9 $4.71 Million - $5.52 Million
80,053 New
80,053 $5.61 Billion

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 $224B
  • 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
Track This Portfolio

Track Heritage Wealth Management, Inc. Portfolio

Follow Heritage Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. with notifications on news.