A detailed history of Journey Strategic Wealth LLC transactions in Walmart Inc. stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 17,628 shares of WMT stock, worth $1.45 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,628
Previous 11,555 52.56%
Holding current value
$1.45 Million
Previous $695,000 71.65%
% of portfolio
0.05%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$58.85 - $68.9 $357,396 - $418,429
6,073 Added 52.56%
17,628 $1.19 Million
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $540,325 - $1.62 Million
9,219 Added 394.65%
11,555 $695,000
Q4 2023

Feb 09, 2024

SELL
$150.86 - $169.78 $472,644 - $531,920
-3,133 Reduced 57.29%
2,336 $368,000
Q3 2023

Nov 08, 2023

BUY
$153.49 - $165.25 $82,424 - $88,739
537 Added 10.89%
5,469 $874,000
Q2 2023

Aug 14, 2023

SELL
$146.06 - $157.73 $121,960 - $131,704
-835 Reduced 14.48%
4,932 $775,000
Q1 2023

May 11, 2023

BUY
$136.97 - $147.45 $149,297 - $160,720
1,090 Added 23.31%
5,767 $850,000
Q4 2022

Feb 14, 2023

BUY
$128.56 - $153.48 $9,513 - $11,357
74 Added 1.61%
4,677 $663,000
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $561,473 - $642,210
4,603 New
4,603 $597,000
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $470,321 - $635,643
-3,976 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$133.53 - $149.87 $18,694 - $20,981
140 Added 3.65%
3,976 $592,000
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $519,662 - $580,310
3,836 New
3,836 $555,000

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 $224B
  • 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 Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth 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 Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.