A detailed history of Beta Wealth Group, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 8,011 shares of WMT stock, worth $660,506. This represents 0.32% of its overall portfolio holdings.

Number of Shares
8,011
Previous 7,909 1.29%
Holding current value
$660,506
Previous $535,000 20.75%
% of portfolio
0.32%
Previous 0.27%

Shares

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

Nov 01, 2024

BUY
$66.91 - $81.4 $6,824 - $8,302
102 Added 1.29%
8,011 $646,000
Q2 2024

Aug 12, 2024

BUY
$58.85 - $68.9 $23,716 - $27,766
403 Added 5.37%
7,909 $535,000
Q1 2024

May 14, 2024

BUY
$58.61 - $175.86 $269,899 - $809,835
4,605 Added 158.74%
7,506 $451,000
Q4 2023

Feb 09, 2024

SELL
$150.86 - $169.78 $150,860 - $169,780
-1,000 Reduced 25.63%
2,901 $457,000
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $30,851 - $33,215
201 Added 5.43%
3,901 $623,000
Q2 2023

Aug 11, 2023

BUY
$146.06 - $157.73 $87,636 - $94,638
600 Added 19.35%
3,700 $581,000
Q1 2023

May 09, 2023

BUY
$136.97 - $147.45 $41,091 - $44,235
300 Added 10.71%
3,100 $457,000
Q4 2022

Feb 10, 2023

BUY
$128.56 - $153.48 $25,712 - $30,695
200 Added 7.69%
2,800 $397,000
Q3 2022

Nov 01, 2022

BUY
$121.98 - $139.52 $48,792 - $55,808
400 Added 18.18%
2,600 $337,000
Q2 2022

Aug 05, 2022

BUY
$118.29 - $159.87 $260,238 - $351,714
2,200 New
2,200 $267,000

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
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