A detailed history of Blue Bell Private Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 7,113 shares of WMT stock, worth $575,726. This represents 0.1% of its overall portfolio holdings.

Number of Shares
7,113
Previous 7,113 -0.0%
Holding current value
$575,726
Previous $427,000 12.65%
% of portfolio
0.1%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$58.61 - $175.86 $278,163 - $834,631
4,746 Added 200.51%
7,113 $427,000
Q4 2023

Jan 25, 2024

BUY
$150.86 - $169.78 $17,348 - $19,524
115 Added 5.11%
2,367 $373,000
Q3 2023

Oct 30, 2023

BUY
$153.49 - $165.25 $10,130 - $10,906
66 Added 3.02%
2,252 $360,000
Q2 2023

Aug 08, 2023

BUY
$146.06 - $157.73 $82,523 - $89,117
565 Added 34.86%
2,186 $343,000
Q2 2022

Aug 02, 2022

SELL
$118.29 - $159.87 $71,328 - $96,401
-603 Reduced 27.11%
1,621 $197,000
Q4 2021

Jan 26, 2022

BUY
$135.47 - $151.28 $301,285 - $336,446
2,224 New
2,224 $322,000

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 $220B
  • 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 Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private 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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.