A detailed history of 9258 Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 40,265 shares of WMT stock, worth $3.18 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
40,265
Previous 39,307 2.44%
Holding current value
$3.18 Million
Previous $2.37 Million 15.26%
% of portfolio
0.43%
Previous 0.37%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024

BUY
$58.85 - $68.9 $56,378 - $66,006
958 Added 2.44%
40,265 $2.73 Million
Q1 2024

May 03, 2024

BUY
$58.61 - $175.86 $1.54 Million - $4.63 Million
26,335 Added 203.01%
39,307 $2.37 Million
Q4 2023

Feb 06, 2024

BUY
$150.86 - $169.78 $35,452 - $39,898
235 Added 1.85%
12,972 $2.05 Million
Q3 2023

Nov 08, 2023

BUY
$153.49 - $165.25 $613 - $661
4 Added 0.03%
12,737 $2.04 Million
Q2 2023

Aug 08, 2023

BUY
$146.06 - $157.73 $146 - $157
1 Added 0.01%
12,733 $2 Million
Q1 2023

May 03, 2023

BUY
$136.97 - $147.45 $43,967 - $47,331
321 Added 2.59%
12,732 $1.88 Million
Q3 2022

Nov 08, 2022

SELL
$121.98 - $139.52 $22,444 - $25,671
-184 Reduced 1.46%
12,411 $1.61 Million
Q2 2022

Aug 04, 2022

BUY
$118.29 - $159.87 $59,973 - $81,054
507 Added 4.19%
12,595 $1.53 Million
Q1 2022

May 13, 2022

BUY
$133.53 - $149.87 $39,791 - $44,661
298 Added 2.53%
12,088 $1.8 Million
Q4 2021

Feb 11, 2022

BUY
$135.47 - $151.28 $86,836 - $96,970
641 Added 5.75%
11,790 $1.71 Million
Q3 2021

Nov 12, 2021

SELL
$139.32 - $151.45 $6,269 - $6,815
-45 Reduced 0.4%
11,149 $1.55 Million
Q2 2021

Aug 13, 2021

BUY
$135.17 - $142.42 $29,196 - $30,762
216 Added 1.97%
11,194 $1.58 Million
Q1 2021

May 11, 2021

SELL
$127.53 - $148.97 $12,242 - $14,301
-96 Reduced 0.87%
10,978 $1.49 Million
Q4 2020

Feb 10, 2021

SELL
$138.75 - $152.79 $29,831 - $32,849
-215 Reduced 1.9%
11,074 $1.6 Million
Q3 2020

Nov 13, 2020

SELL
$118.89 - $147.68 $63,962 - $79,451
-538 Reduced 4.55%
11,289 $1.57 Million
Q2 2020

Aug 13, 2020

BUY
$114.14 - $132.33 $13,925 - $16,144
122 Added 1.04%
11,827 $1.42 Million
Q1 2020

May 05, 2020

BUY
$104.05 - $122.58 $17,896 - $21,083
172 Added 1.49%
11,705 $1.5 Million
Q4 2019

Feb 06, 2020

BUY
$116.12 - $121.28 $391,905 - $409,320
3,375 Added 41.37%
11,533 $1.37 Million
Q3 2019

Nov 07, 2019

BUY
$105.22 - $118.68 $19,255 - $21,718
183 Added 2.29%
8,158 $968,000
Q2 2019

Aug 07, 2019

BUY
$96.94 - $111.24 $72,511 - $83,207
748 Added 10.35%
7,975 $881,000
Q1 2019

May 07, 2019

BUY
$92.86 - $102.2 $14,393 - $15,841
155 Added 2.19%
7,227 $705,000
Q4 2018

Feb 12, 2019

BUY
$85.82 - $105.56 $606,919 - $746,520
7,072 New
7,072 $659,000

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 $215B
  • 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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