A detailed history of Juncture Wealth Strategies, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Juncture Wealth Strategies, LLC holds 3,429 shares of WMT stock, worth $275,760. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,429
Previous 3,771 9.07%
Holding current value
$275,760
Previous $226,000 2.65%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 11, 2024

SELL
$58.85 - $68.9 $20,126 - $23,563
-342 Reduced 9.07%
3,429 $232,000
Q1 2024

Apr 05, 2024

BUY
$58.61 - $175.86 $221,018 - $663,168
3,771 New
3,771 $226,000
Q3 2023

Oct 10, 2023

BUY
$153.49 - $165.25 $192,936 - $207,719
1,257 New
1,257 $201,000
Q1 2023

May 05, 2023

SELL
$136.97 - $147.45 $15,888 - $17,104
-116 Reduced 4.82%
2,289 $337,000
Q4 2022

Jan 18, 2023

BUY
$128.56 - $153.48 $309,186 - $369,119
2,405 New
2,405 $0

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 $218B
  • 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 Juncture Wealth Strategies, LLC Portfolio

Follow Juncture Wealth Strategies, 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 Juncture Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Juncture Wealth Strategies, LLC with notifications on news.