A detailed history of Bordeaux Wealth Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Bordeaux Wealth Advisors LLC holds 8,260 shares of WMT stock, worth $681,037. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,260
Previous 5,630 46.71%
Holding current value
$681,037
Previous $381,000 74.8%
% of portfolio
0.12%
Previous 0.07%

Shares

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

Nov 04, 2024

BUY
$66.91 - $81.4 $175,973 - $214,082
2,630 Added 46.71%
8,260 $666,000
Q2 2024

Aug 02, 2024

BUY
$58.85 - $68.9 $331,325 - $387,907
5,630 New
5,630 $381,000
Q2 2022

Jul 28, 2022

SELL
$118.29 - $159.87 $193,049 - $260,907
-1,632 Closed
0 $0
Q1 2022

May 03, 2022

BUY
$133.53 - $149.87 $14,688 - $16,485
110 Added 7.23%
1,632 $243,000
Q4 2021

Jan 27, 2022

BUY
$135.47 - $151.28 $206,185 - $230,248
1,522 New
1,522 $220,000

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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