A detailed history of Core Wealth Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 4,476 shares of WMT stock, worth $415,328. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,476
Previous 4,638 3.49%
Holding current value
$415,328
Previous $314,000 14.97%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Nov 13, 2024

SELL
$66.91 - $81.4 $10,839 - $13,186
-162 Reduced 3.49%
4,476 $361,000
Q2 2024

Aug 15, 2024

BUY
$58.85 - $68.9 $2,648 - $3,100
45 Added 0.98%
4,638 $314,000
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $181,222 - $543,759
3,092 Added 206.0%
4,593 $276,000
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $63,361 - $71,307
420 Added 38.85%
1,501 $236,000
Q2 2023

Aug 14, 2023

BUY
$146.06 - $157.73 $17,235 - $18,612
118 Added 12.25%
1,081 $169,000
Q1 2023

Apr 27, 2023

SELL
$136.97 - $147.45 $13,149 - $14,155
-96 Reduced 9.07%
963 $141,000
Q4 2022

Feb 14, 2023

BUY
$128.56 - $153.48 $6,813 - $8,134
53 Added 5.27%
1,059 $150,000
Q3 2022

Nov 10, 2022

BUY
$121.98 - $139.52 $13,783 - $15,765
113 Added 12.65%
1,006 $130,000
Q2 2022

Aug 12, 2022

SELL
$118.29 - $159.87 $6,979 - $9,432
-59 Reduced 6.2%
893 $109,000
Q1 2022

May 16, 2022

SELL
$133.53 - $149.87 $10,014 - $11,240
-75 Reduced 7.3%
952 $142,000
Q3 2021

Nov 09, 2021

SELL
$139.32 - $151.45 $1,393 - $1,514
-10 Reduced 0.96%
1,027 $143,000
Q2 2021

Aug 03, 2021

SELL
$135.17 - $142.42 $24,736 - $26,062
-183 Reduced 15.0%
1,037 $146,000
Q1 2021

May 04, 2021

BUY
$127.53 - $148.97 $1,275 - $1,489
10 Added 0.83%
1,220 $166,000
Q4 2020

Feb 05, 2021

SELL
$138.75 - $152.79 $22,755 - $25,057
-164 Reduced 11.94%
1,210 $174,000
Q3 2020

Nov 12, 2020

BUY
$118.89 - $147.68 $29,603 - $36,772
249 Added 22.13%
1,374 $192,000
Q2 2020

Jul 31, 2020

BUY
$114.14 - $132.33 $5,707 - $6,616
50 Added 4.65%
1,125 $135,000
Q4 2019

Feb 14, 2020

BUY
$116.12 - $121.28 $124,829 - $130,376
1,075 New
1,075 $128,000

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 $252B
  • 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 Core Wealth Advisors, Inc. Portfolio

Follow Core Wealth Advisors, 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 Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.