A detailed history of Family Wealth Group, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Family Wealth Group, LLC holds 5,727 shares of WMT stock, worth $609,753. This represents 0.58% of its overall portfolio holdings.

Number of Shares
5,727
Holding current value
$609,753
% of portfolio
0.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

BUY
$81.79 - $99.98 $468,411 - $572,585
5,727 New
5,727 $559,000
Q1 2025

May 14, 2025

SELL
$84.5 - $105.05 $557,531 - $693,119
-6,598 Closed
0 $0
Q4 2024

May 14, 2025

BUY
$79.1 - $95.7 $17,955 - $21,723
227 Added 3.56%
6,598 $596,000
Q3 2024

Apr 01, 2025

BUY
$66.91 - $81.4 $27,165 - $33,048
406 Added 6.81%
6,371 $514,000
Q3 2024

Nov 14, 2024

BUY
$66.91 - $81.4 $13,917 - $16,931
208 Added 3.49%
6,173 $498,000
Q2 2024

Apr 01, 2025

SELL
$58.85 - $68.9 $470 - $551
-8 Reduced 0.13%
5,965 $403,000
Q2 2024

Aug 14, 2024

SELL
$58.85 - $68.9 $470 - $551
-8 Reduced 0.13%
5,965 $403,000
Q1 2024

Apr 01, 2025

BUY
$58.61 - $175.86 $234,498 - $703,615
4,001 Added 202.89%
5,973 $359 Million
Q1 2024

Aug 14, 2024

BUY
$58.61 - $175.86 $234,498 - $703,615
4,001 Added 202.89%
5,973 $359,000
Q4 2023

Apr 01, 2025

SELL
$150.86 - $169.78 $633,762 - $713,245
-4,201 Reduced 68.05%
1,972 $311 Million
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $297,495 - $334,806
1,972 New
1,972 $310,000

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 $289B
  • 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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