A detailed history of Heartwood Wealth Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 8,448 shares of WMT stock, worth $694,341. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,448
Previous 7,806 8.22%
Holding current value
$694,341
Previous $528,000 29.17%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 07, 2024

BUY
$66.91 - $81.4 $42,956 - $52,258
642 Added 8.22%
8,448 $682,000
Q2 2024

Jul 09, 2024

BUY
$58.85 - $68.9 $217,862 - $255,067
3,702 Added 90.2%
7,806 $528,000
Q1 2024

Apr 02, 2024

BUY
$58.61 - $175.86 $150,627 - $451,960
2,570 Added 167.54%
4,104 $246,000
Q4 2023

Jan 17, 2024

BUY
$150.86 - $169.78 $25,042 - $28,183
166 Added 12.13%
1,534 $241,000
Q1 2023

Apr 14, 2023

BUY
$136.97 - $147.45 $187,374 - $201,711
1,368 New
1,368 $201,000

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 $223B
  • 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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