A detailed history of Values Added Financial LLC transactions in Walmart Inc. stock. As of the latest transaction made, Values Added Financial LLC holds 3,349 shares of WMT stock, worth $308,911. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,349
Previous 3,148 6.39%
Holding current value
$308,911
Previous $213 Million 26.87%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 28, 2024

BUY
$66.91 - $81.4 $13,448 - $16,361
201 Added 6.39%
3,349 $270 Million
Q2 2024

Jul 30, 2024

BUY
$58.85 - $68.9 $185,259 - $216,897
3,148 New
3,148 $213 Million
Q3 2023

Oct 19, 2023

BUY
$153.49 - $165.25 $196,160 - $211,189
1,278 New
1,278 $204 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 $250B
  • 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 Values Added Financial LLC Portfolio

Follow Values Added Financial LLC 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 Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.