A detailed history of Collaborative Wealth Managment Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 4,268 shares of WMT stock, worth $351,896. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,268
Previous 4,273 0.12%
Holding current value
$351,896
Previous $257,000 12.06%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Aug 09, 2024

SELL
$58.85 - $68.9 $294 - $344
-5 Reduced 0.12%
4,268 $288,000
Q1 2024

May 10, 2024

BUY
$58.61 - $175.86 $164,635 - $493,990
2,809 Added 191.87%
4,273 $257,000
Q4 2023

Feb 07, 2024

SELL
$150.86 - $169.78 $20,366 - $22,920
-135 Reduced 8.44%
1,464 $230,000
Q2 2023

Aug 07, 2023

BUY
$146.06 - $157.73 $7,010 - $7,571
48 Added 3.09%
1,599 $251,000
Q1 2023

May 08, 2023

BUY
$136.97 - $147.45 $821 - $884
6 Added 0.39%
1,551 $228,000
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $188,459 - $215,558
1,545 New
1,545 $200,000
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $184,414 - $249,237
-1,559 Closed
0 $0
Q4 2021

Feb 11, 2022

BUY
$135.47 - $151.28 $19,372 - $21,633
143 Added 10.1%
1,559 $226,000
Q1 2021

May 12, 2022

BUY
$127.53 - $148.97 $180,582 - $210,941
1,416 New
1,416 $211,000

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
Track This Portfolio

Track Collaborative Wealth Managment Inc. Portfolio

Follow Collaborative Wealth Managment Inc. 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 Collaborative Wealth Managment Inc., based on Form 13F filings with the SEC.

News

Stay updated on Collaborative Wealth Managment Inc. with notifications on news.