A detailed history of Concord Wealth Partners transactions in Walmart Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 22,016 shares of WMT stock, worth $2.03 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
22,016
Previous 17,747 24.05%
Holding current value
$2.03 Million
Previous $1.2 Million 47.96%
% of portfolio
0.3%
Previous 0.21%

Shares

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

Oct 24, 2024

BUY
$66.91 - $81.4 $285,638 - $347,496
4,269 Added 24.05%
22,016 $1.78 Million
Q2 2024

Jul 31, 2024

BUY
$58.85 - $68.9 $123,173 - $144,207
2,093 Added 13.37%
17,747 $1.2 Million
Q1 2024

Apr 30, 2024

BUY
$58.61 - $175.86 $646,351 - $1.94 Million
11,028 Added 238.39%
15,654 $941,000
Q4 2023

Apr 30, 2024

SELL
$150.86 - $169.78 $50,538 - $56,876
-335 Reduced 6.75%
4,626 $729,000
Q4 2023

Feb 05, 2024

SELL
$150.86 - $169.78 $50,538 - $56,876
-335 Reduced 6.75%
4,626 $729,000
Q3 2023

Apr 30, 2024

BUY
$153.49 - $165.25 $51,419 - $55,358
335 Added 7.24%
4,961 $793,000
Q3 2023

Oct 25, 2023

SELL
$153.49 - $165.25 $5,218 - $5,618
-34 Reduced 0.68%
4,961 $793,000
Q2 2023

Aug 07, 2023

BUY
$146.06 - $157.73 $219,236 - $236,752
1,501 Added 42.96%
4,995 $785,000
Q1 2023

Apr 26, 2023

BUY
$136.97 - $147.45 $136,696 - $147,155
998 Added 39.98%
3,494 $515,000
Q4 2022

Jan 27, 2023

SELL
$128.56 - $153.48 $171,884 - $205,202
-1,337 Reduced 34.88%
2,496 $353,000
Q3 2022

Nov 10, 2022

SELL
$121.98 - $139.52 $22,444 - $25,671
-184 Reduced 4.58%
3,833 $497,000
Q2 2022

Aug 04, 2022

SELL
$118.29 - $159.87 $26,023 - $35,171
-220 Reduced 5.19%
4,017 $488,000
Q1 2022

Apr 20, 2022

SELL
$133.53 - $149.87 $36,987 - $41,513
-277 Reduced 6.14%
4,237 $631,000
Q4 2021

Jan 21, 2022

BUY
$135.47 - $151.28 $504,354 - $563,215
3,723 Added 470.67%
4,514 $653,000
Q3 2021

Nov 09, 2021

SELL
$139.32 - $151.45 $288,392 - $313,501
-2,070 Reduced 72.35%
791 $110,000
Q2 2021

Jul 29, 2021

BUY
$135.17 - $142.42 $70,964 - $74,770
525 Added 22.47%
2,861 $403,000
Q1 2021

May 13, 2021

BUY
$127.53 - $148.97 $258,630 - $302,111
2,028 Added 658.44%
2,336 $317,000
Q4 2020

Feb 16, 2021

BUY
$138.75 - $152.79 $42,735 - $47,059
308 New
308 $44,000

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 $250B
  • 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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