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 $467,415. This represents 0.27% of its overall portfolio holdings.

Number of Shares
5,119
Previous 5,119 -0.0%
Holding current value
$467,415
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 $248B
  • 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 Birchcreek Wealth Management, LLC Portfolio

Follow Birchcreek Wealth Management, 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 Birchcreek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.