A detailed history of Collaborative Wealth Managment Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 4,275 shares of WMT stock, worth $395,437. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,275
Previous 4,268 0.16%
Holding current value
$395,437
Previous $288,000 19.79%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Nov 12, 2024

BUY
$66.91 - $81.4 $468 - $569
7 Added 0.16%
4,275 $345,000
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 $251B
  • 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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