A detailed history of Horizon Family Wealth, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Horizon Family Wealth, Inc. holds 4,380 shares of WMT stock, worth $404,011. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,380
Previous 4,306 1.72%
Holding current value
$404,011
Previous $291,000 21.31%
% of portfolio
0.27%
Previous 0.23%

Shares

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

Nov 14, 2024

BUY
$66.91 - $81.4 $4,951 - $6,023
74 Added 1.72%
4,380 $353,000
Q2 2024

Aug 07, 2024

BUY
$58.85 - $68.9 $1,471 - $1,722
25 Added 0.58%
4,306 $291,000
Q1 2024

May 09, 2024

BUY
$58.61 - $175.86 $168,620 - $505,949
2,877 Added 204.91%
4,281 $257,000
Q4 2023

Feb 07, 2024

BUY
$150.86 - $169.78 $2,564 - $2,886
17 Added 1.23%
1,404 $221,000
Q3 2023

Nov 15, 2023

BUY
$153.49 - $165.25 $212,890 - $229,201
1,387 New
1,387 $221,000
Q2 2023

Aug 11, 2023

BUY
$146.06 - $157.73 $188,563 - $203,629
1,291 New
1,291 $202,000

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 $250B
  • 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 Horizon Family Wealth, Inc. Portfolio

Follow Horizon Family Wealth, Inc. 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 Horizon Family Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Horizon Family Wealth, Inc. with notifications on news.