A detailed history of Keystone Wealth Services, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 6,964 shares of WMT stock, worth $486,783. This represents 0.15% of its overall portfolio holdings.

Number of Shares
6,964
Previous 2,432 186.35%
Holding current value
$486,783
Previous $383,000 9.4%
% of portfolio
0.15%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 12, 2024

BUY
$58.61 - $175.86 $265,620 - $796,997
4,532 Added 186.35%
6,964 $419,000
Q4 2023

Jan 17, 2024

SELL
$150.86 - $169.78 $90,666 - $102,037
-601 Reduced 19.82%
2,432 $383,000
Q3 2023

Oct 05, 2023

SELL
$153.49 - $165.25 $29,777 - $32,058
-194 Reduced 6.01%
3,033 $485,000
Q2 2023

Jul 20, 2023

SELL
$146.06 - $157.73 $72,883 - $78,707
-499 Reduced 13.39%
3,227 $507,000
Q1 2023

Apr 07, 2023

BUY
$136.97 - $147.45 $9,861 - $10,616
72 Added 1.97%
3,726 $549,000
Q4 2022

Feb 09, 2023

BUY
$128.56 - $153.48 $171,756 - $205,049
1,336 Added 57.64%
3,654 $518,000
Q3 2022

Oct 31, 2022

BUY
$121.98 - $139.52 $731 - $837
6 Added 0.26%
2,318 $301,000
Q2 2022

Jul 13, 2022

BUY
$118.29 - $159.87 $236 - $319
2 Added 0.09%
2,312 $281,000
Q1 2022

Apr 21, 2022

BUY
$133.53 - $149.87 $667 - $749
5 Added 0.22%
2,310 $344,000
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $312,258 - $348,700
2,305 New
2,305 $334,000

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 $190B
  • 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 Keystone Wealth Services, LLC Portfolio

Follow Keystone Wealth Services, 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 Keystone Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Keystone Wealth Services, LLC with notifications on news.