A detailed history of Beacon Financial Advisory LLC transactions in Walmart Inc. stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 11,970 shares of WMT stock, worth $940,841. This represents 0.33% of its overall portfolio holdings.

Number of Shares
11,970
Previous 6,052 97.79%
Holding current value
$940,841
Previous $364,000 122.53%
% of portfolio
0.33%
Previous 0.19%

Shares

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

Jul 26, 2024

BUY
$58.85 - $68.9 $348,274 - $407,750
5,918 Added 97.79%
11,970 $810,000
Q1 2024

May 01, 2024

BUY
$58.61 - $175.86 $235,201 - $705,726
4,013 Added 196.81%
6,052 $364,000
Q4 2023

Jan 23, 2024

BUY
$150.86 - $169.78 $10,560 - $11,884
70 Added 3.56%
2,039 $321,000
Q3 2023

Oct 25, 2023

BUY
$153.49 - $165.25 $16,883 - $18,177
110 Added 5.92%
1,969 $314,000
Q2 2023

Jul 17, 2023

BUY
$146.06 - $157.73 $31,987 - $34,542
219 Added 13.35%
1,859 $292,000
Q1 2023

Apr 18, 2023

BUY
$136.97 - $147.45 $273 - $294
2 Added 0.12%
1,640 $241,000
Q3 2022

Oct 21, 2022

SELL
$121.98 - $139.52 $97,096 - $111,057
-796 Reduced 32.7%
1,638 $213,000
Q2 2022

Jul 25, 2022

SELL
$118.29 - $159.87 $3,785 - $5,115
-32 Reduced 1.3%
2,434 $296,000
Q1 2022

Apr 27, 2022

SELL
$133.53 - $149.87 $9,881 - $11,090
-74 Reduced 2.91%
2,466 $367,000
Q4 2021

Jan 21, 2022

BUY
$135.47 - $151.28 $72,070 - $80,480
532 Added 26.49%
2,540 $368,000
Q3 2021

Nov 15, 2021

BUY
$139.32 - $151.45 $835 - $908
6 Added 0.3%
2,008 $280,000
Q2 2021

Jul 14, 2021

BUY
$135.17 - $142.42 $135 - $142
1 Added 0.05%
2,002 $282,000
Q1 2021

Apr 20, 2021

BUY
$127.53 - $148.97 $39,789 - $46,478
312 Added 18.47%
2,001 $272,000
Q4 2020

Jan 25, 2021

BUY
$138.75 - $152.79 $6,521 - $7,181
47 Added 2.86%
1,689 $243,000
Q3 2020

Oct 08, 2020

BUY
$118.89 - $147.68 $195,217 - $242,490
1,642 New
1,642 $229,000

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 $213B
  • 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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