A detailed history of Capital Advisors Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 5,648 shares of WMT stock, worth $395,585. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,648
Previous 1,722 227.99%
Holding current value
$395,585
Previous $271,000 25.09%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Apr 12, 2024

BUY
$58.61 - $175.86 $230,102 - $690,426
3,926 Added 227.99%
5,648 $339,000
Q4 2023

Jan 08, 2024

BUY
$150.86 - $169.78 $259,780 - $292,361
1,722 New
1,722 $271,000
Q1 2022

May 09, 2022

SELL
$133.53 - $149.87 $417,548 - $468,643
-3,127 Closed
0 $0
Q4 2021

Feb 04, 2022

BUY
$135.47 - $151.28 $31,022 - $34,643
229 Added 7.9%
3,127 $452,000
Q3 2021

Nov 12, 2021

BUY
$139.32 - $151.45 $41,796 - $45,435
300 Added 11.55%
2,898 $404,000
Q2 2021

Aug 13, 2021

BUY
$135.17 - $142.42 $60,961 - $64,231
451 Added 21.01%
2,598 $366,000
Q1 2021

Apr 20, 2021

BUY
$127.53 - $148.97 $273,806 - $319,838
2,147 New
2,147 $292,000

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 $190B
  • 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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