A detailed history of Birchcreek Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 5,119 shares of WMT stock, worth $429,228. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,119
Previous 5,119 -0.0%
Holding current value
$429,228
Previous $346,000 19.36%
% of portfolio
0.27%
Previous 0.2%

Shares

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

Aug 02, 2024

SELL
$58.85 - $68.9 $117 - $137
-2 Reduced 0.04%
5,119 $346,000
Q1 2024

Apr 29, 2024

BUY
$58.61 - $175.86 $196,284 - $588,955
3,349 Added 189.0%
5,121 $308,000
Q4 2023

Feb 05, 2024

SELL
$150.86 - $169.78 $905 - $1,018
-6 Reduced 0.34%
1,772 $279,000
Q3 2023

Oct 23, 2023

BUY
$153.49 - $165.25 $10,437 - $11,237
68 Added 3.98%
1,778 $284,000
Q2 2023

Jul 20, 2023

SELL
$146.06 - $157.73 $15,482 - $16,719
-106 Reduced 5.84%
1,710 $268,000
Q1 2023

May 01, 2023

BUY
$136.97 - $147.45 $23,284 - $25,066
170 Added 10.33%
1,816 $267,000
Q4 2022

Feb 06, 2023

BUY
$128.56 - $153.48 $5,013 - $5,985
39 Added 2.43%
1,646 $233,000
Q3 2022

Nov 14, 2022

SELL
$121.98 - $139.52 $6,830 - $7,813
-56 Reduced 3.37%
1,607 $208,000
Q2 2022

Aug 12, 2022

BUY
$118.29 - $159.87 $196,716 - $265,863
1,663 New
1,663 $202,000
Q1 2021

May 17, 2021

SELL
$127.53 - $148.97 $184,408 - $215,410
-1,446 Closed
0 $0
Q4 2020

Jan 28, 2021

BUY
$138.75 - $152.79 $200,632 - $220,934
1,446 New
1,446 $208,000

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 $228B
  • 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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