A detailed history of Aj Wealth Strategies, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Aj Wealth Strategies, LLC holds 6,490 shares of WMT stock, worth $535,100. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,490
Previous 6,176 5.08%
Holding current value
$535,100
Previous $910,000 12.09%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023

BUY
$146.06 - $157.73 $45,862 - $49,527
314 Added 5.08%
6,490 $1.02 Million
Q1 2023

Apr 28, 2023

BUY
$136.97 - $147.45 $2,328 - $2,506
17 Added 0.28%
6,176 $910,000
Q3 2022

Oct 27, 2022

BUY
$121.98 - $139.52 $1,707 - $1,953
14 Added 0.23%
6,159 $799,000
Q2 2022

Aug 04, 2022

SELL
$118.29 - $159.87 $24,367 - $32,933
-206 Reduced 3.24%
6,145 $747,000
Q1 2022

May 13, 2022

BUY
$133.53 - $149.87 $667 - $749
5 Added 0.08%
6,351 $946,000
Q3 2021

Oct 20, 2021

BUY
$139.32 - $151.45 $16,857 - $18,325
121 Added 1.94%
6,346 $884,000
Q2 2021

Aug 16, 2021

BUY
$135.17 - $142.42 $1,351 - $1,424
10 Added 0.16%
6,225 $878,000
Q1 2021

May 06, 2021

BUY
$127.53 - $148.97 $191,805 - $224,050
1,504 Added 31.93%
6,215 $844,000
Q3 2020

Nov 16, 2020

BUY
$118.89 - $147.68 $60,039 - $74,578
505 Added 12.01%
4,711 $659,000
Q2 2020

Aug 14, 2020

BUY
$114.14 - $132.33 $480,072 - $556,579
4,206 New
4,206 $504,000

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 $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 Aj Wealth Strategies, LLC Portfolio

Follow Aj Wealth Strategies, 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 Aj Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Wealth Strategies, LLC with notifications on news.