A detailed history of Fi3 Financial Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Fi3 Financial Advisors, LLC holds 7,173 shares of WMT stock, worth $580,582. This represents 0.21% of its overall portfolio holdings.

Number of Shares
7,173
Previous 7,149 0.34%
Holding current value
$580,582
Previous $430,000 12.79%
% of portfolio
0.21%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$58.85 - $68.9 $1,412 - $1,653
24 Added 0.34%
7,173 $485,000
Q1 2024

May 06, 2024

BUY
$58.61 - $175.86 $292,932 - $878,948
4,998 Added 232.36%
7,149 $430,000
Q4 2023

Feb 06, 2024

SELL
$150.86 - $169.78 $45,258 - $50,934
-300 Reduced 12.24%
2,151 $339,000
Q3 2023

Nov 09, 2023

BUY
$153.49 - $165.25 $46,200 - $49,740
301 Added 14.0%
2,451 $391,000
Q2 2023

Aug 08, 2023

BUY
$146.06 - $157.73 $8,325 - $8,990
57 Added 2.72%
2,150 $337,000
Q1 2023

May 04, 2023

SELL
$136.97 - $147.45 $1,095 - $1,179
-8 Reduced 0.38%
2,093 $308,000
Q4 2022

Feb 06, 2023

BUY
$128.56 - $153.48 $270,104 - $322,461
2,101 New
2,101 $297,000
Q2 2022

Aug 08, 2022

SELL
$118.29 - $159.87 $175,305 - $236,927
-1,482 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$133.53 - $149.87 $197,891 - $222,107
1,482 New
1,482 $221,000

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 $220B
  • 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 Fi3 Financial Advisors, LLC Portfolio

Follow Fi3 Financial Advisors, LLC 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 Fi3 Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fi3 Financial Advisors, LLC with notifications on news.