A detailed history of Forth Right Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 5,891 shares of WMT stock, worth $527,244. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,891
Previous 5,890 0.02%
Holding current value
$527,244
Previous $398,000 19.35%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Oct 28, 2024

BUY
$66.91 - $81.4 $66 - $81
1 Added 0.02%
5,891 $475,000
Q2 2024

Jul 12, 2024

BUY
$58.85 - $68.9 $176 - $206
3 Added 0.05%
5,890 $398,000
Q1 2024

Apr 23, 2024

BUY
$58.61 - $175.86 $230,044 - $690,250
3,925 Added 200.05%
5,887 $354,000
Q3 2023

Oct 24, 2023

BUY
$153.49 - $165.25 $19,186 - $20,656
125 Added 6.8%
1,962 $313,000
Q1 2023

Apr 18, 2023

BUY
$136.97 - $147.45 $34,242 - $36,862
250 Added 15.75%
1,837 $270,000
Q3 2022

Oct 17, 2022

BUY
$121.98 - $139.52 $193,582 - $221,418
1,587 New
1,587 $206,000
Q2 2022

Jul 15, 2022

SELL
$118.29 - $159.87 $193,404 - $261,387
-1,635 Closed
0 $0
Q1 2022

Apr 19, 2022

BUY
$133.53 - $149.87 $185,873 - $208,619
1,392 Added 572.84%
1,635 $243,000
Q1 2022

Apr 14, 2022

SELL
$133.53 - $149.87 $185,873 - $208,619
-1,392 Reduced 85.14%
243 $243,000
Q4 2020

Jan 29, 2021

BUY
$138.75 - $152.79 $226,856 - $249,811
1,635 New
1,635 $236,000

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 $243B
  • 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 Forth Right Wealth Management, LLC Portfolio

Follow Forth Right Wealth Management, 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 Forth Right Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forth Right Wealth Management, LLC with notifications on news.