A detailed history of Core Wealth Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 4,638 shares of WMT stock, worth $356,940. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,638
Previous 4,593 0.98%
Holding current value
$356,940
Previous $276,000 13.77%
% of portfolio
0.11%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $209B
  • 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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