A detailed history of Heritage Wealth Management, Inc. /Ca/ transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Wealth Management, Inc. /Ca/ holds 10,389 shares of WMT stock, worth $1.07 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
10,389
Previous 10,411 0.21%
Holding current value
$1.07 Million
Previous $1.02 Billion 5.18%
% of portfolio
0.72%
Previous 0.68%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025

SELL
$94.4 - $104.27 $2,076 - $2,293
-22 Reduced 0.21%
10,389 $1.07 Billion
Q2 2025

Jul 28, 2025

BUY
$81.79 - $99.98 $2,126 - $2,599
26 Added 0.25%
10,411 $1.02 Billion
Q1 2025

Apr 30, 2025

SELL
$84.5 - $105.05 $1,859 - $2,311
-22 Reduced 0.21%
10,385 $912 Million
Q4 2024

Feb 11, 2025

BUY
$79.1 - $95.7 $5,299 - $6,411
67 Added 0.65%
10,407 $940 Million
Q3 2024

Oct 18, 2024

BUY
$66.91 - $81.4 $6,222 - $7,570
93 Added 0.91%
10,340 $835 Million
Q2 2024

Jul 25, 2024

BUY
$58.85 - $68.9 $1,765 - $2,067
30 Added 0.29%
10,247 $694 Million
Q1 2024

May 06, 2024

BUY
$58.61 - $175.86 $404,995 - $1.22 Million
6,910 Added 208.95%
10,217 $615 Million
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $498,894 - $561,462
3,307 New
3,307 $521 Million

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 $279B
  • 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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