A detailed history of Rooted Wealth Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 4,234 shares of WMT stock, worth $392,407. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,234
Previous 4,332 2.26%
Holding current value
$392,407
Previous $307,000 9.12%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Nov 12, 2024

SELL
$66.91 - $81.4 $6,557 - $7,977
-98 Reduced 2.26%
4,234 $335,000
Q2 2024

Jul 25, 2024

BUY
$58.85 - $68.9 $254,938 - $298,474
4,332 New
4,332 $307,000
Q1 2023

Apr 26, 2023

BUY
$136.97 - $147.45 $4,109 - $4,423
30 Added 1.63%
1,867 $277,000
Q4 2022

Feb 13, 2023

BUY
$128.56 - $153.48 $236,164 - $281,942
1,837 New
1,837 $260,000

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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