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 3,300 shares of WMT stock, worth $224,630. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,300
Previous 1,100 200.0%
Holding current value
$224,630
Previous $173 Million 14.48%
% of portfolio
0.15%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $185B
  • 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 Heritage Wealth Management, Inc. /Ca/ Portfolio

Follow Heritage Wealth Management, Inc. /Ca/ 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 Heritage Wealth Management, Inc. /Ca/, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Management, Inc. /Ca/ with notifications on news.