A detailed history of Beacon Investment Advisory Services, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 5,175 shares of WMT stock, worth $478,687. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,175
Previous 5,040 2.68%
Holding current value
$478,687
Previous $341,000 22.29%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$66.91 - $81.4 $9,032 - $10,989
135 Added 2.68%
5,175 $417,000
Q2 2024

Aug 14, 2024

BUY
$58.85 - $68.9 $33,309 - $38,997
566 Added 12.65%
5,040 $341,000
Q1 2024

May 09, 2024

BUY
$58.61 - $175.86 $172,782 - $518,435
2,948 Added 193.18%
4,474 $269,000
Q4 2023

Feb 12, 2024

SELL
$150.86 - $169.78 $432,515 - $486,759
-2,867 Reduced 65.26%
1,526 $240,000
Q3 2023

Oct 31, 2023

SELL
$153.49 - $165.25 $38,372 - $41,312
-250 Reduced 5.38%
4,393 $702,000
Q2 2023

Jul 21, 2023

BUY
$146.06 - $157.73 $463,740 - $500,792
3,175 Added 216.28%
4,643 $729,000
Q1 2023

May 04, 2023

SELL
$136.97 - $147.45 $13,697 - $14,744
-100 Reduced 6.38%
1,468 $216,000
Q4 2022

Jan 13, 2023

SELL
$128.56 - $153.48 $39,210 - $46,811
-305 Reduced 16.28%
1,568 $0
Q3 2022

Oct 20, 2022

BUY
$121.98 - $139.52 $10,124 - $11,580
83 Added 4.64%
1,873 $243,000
Q2 2022

Jul 21, 2022

SELL
$118.29 - $159.87 $109,654 - $148,199
-927 Reduced 34.12%
1,790 $218,000
Q1 2022

May 12, 2022

BUY
$133.53 - $149.87 $62,892 - $70,588
471 Added 20.97%
2,717 $405,000
Q4 2021

Feb 04, 2022

BUY
$135.47 - $151.28 $3,657 - $4,084
27 Added 1.22%
2,246 $325,000
Q3 2021

Nov 09, 2021

SELL
$139.32 - $151.45 $3,900 - $4,240
-28 Reduced 1.25%
2,219 $309,000
Q2 2021

Aug 02, 2021

SELL
$135.17 - $142.42 $946 - $996
-7 Reduced 0.31%
2,247 $317,000
Q1 2021

May 21, 2021

BUY
$127.53 - $148.97 $84,297 - $98,469
661 Added 41.49%
2,254 $306,000
Q4 2020

Feb 08, 2021

BUY
$138.75 - $152.79 $221,028 - $243,394
1,593 New
1,593 $230,000
Q3 2019

Oct 29, 2019

SELL
$105.22 - $118.68 $377,318 - $425,586
-3,586 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$92.86 - $102.2 $3.62 Million - $3.98 Million
-38,990 Reduced 91.58%
3,586 $350,000
Q4 2018

Feb 08, 2019

BUY
$85.82 - $105.56 $13,473 - $16,572
157 Added 0.37%
42,576 $3.97 Million
Q3 2018

Nov 09, 2018

SELL
$84.0 - $98.64 $82,992 - $97,456
-988 Reduced 2.28%
42,419 $3.98 Million
Q2 2018

Aug 09, 2018

BUY
$82.4 - $88.46 $8,240 - $8,846
100 Added 0.23%
43,407 $3.72 Million
Q1 2018

Apr 26, 2018

BUY
$85.42 - $109.55 $274,796 - $352,422
3,217 Added 8.02%
43,307 $3.85 Million
Q4 2017

Feb 02, 2018

SELL
$78.45 - $99.62 $17,259 - $21,916
-220 Reduced 0.55%
40,090 $3.96 Million
Q3 2017

Nov 14, 2017

BUY
$78.03 - $81.61 $3.15 Million - $3.29 Million
40,310
40,310 $3.15 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 $251B
  • 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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