Legacy Financial Advisors, Inc. Walmart Inc. Transaction History

Legacy Financial Advisors, Inc.

$515 Million
Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 25,072 shares of WMT stock, worth $2.27 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

25,072

Previous 24,615 1.86%

Holding current value

$2.27 Million

Previous $1.67 Million 21.49%

% of portfolio

0.39%

Previous 0.33%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$66.91 - $81.4 $30,577 - $37,199	457 Added 1.86%	25,072 $2.02 Million
Q2 2024 Aug 13, 2024	BUY	$58.85 - $68.9 $47,786 - $55,946	812 Added 3.41%	24,615 $1.67 Million
Q1 2024 May 14, 2024	BUY	$58.61 - $175.86 $943,445 - $2.83 Million	16,097 Added 208.89%	23,803 $1.43 Million
Q4 2023 Feb 06, 2024	SELL	$150.86 - $169.78 $38,016 - $42,784	-252 Reduced 3.17%	7,706 $1.21 Million
Q3 2023 Nov 13, 2023	BUY	$153.49 - $165.25 $114,196 - $122,946	744 Added 10.31%	7,958 $1.27 Million
Q2 2023 Aug 08, 2023	BUY	$146.06 - $157.73 $24,245 - $26,183	166 Added 2.36%	7,214 $1.13 Million
Q1 2023 May 03, 2023	BUY	$136.97 - $147.45 $33,694 - $36,272	246 Added 3.62%	7,048 $1.04 Million
Q4 2022 Feb 06, 2023	BUY	$128.56 - $153.48 $138,330 - $165,144	1,076 Added 18.79%	6,802 $964,000
Q3 2022 Nov 09, 2022	BUY	$121.98 - $139.52 $108,928 - $124,591	893 Added 18.48%	5,726 $743,000
Q2 2022 Aug 08, 2022	SELL	$118.29 - $159.87 $128,226 - $173,299	-1,084 Reduced 18.32%	4,833 $588,000
Q1 2022 May 04, 2022	BUY	$133.53 - $149.87 $67,833 - $76,133	508 Added 9.39%	5,917 $881,000
Q4 2021 Feb 04, 2022	BUY	$135.47 - $151.28 $2,167 - $2,420	16 Added 0.3%	5,409 $783,000
Q3 2021 Oct 26, 2021	BUY	$139.32 - $151.45 $48,622 - $52,856	349 Added 6.92%	5,393 $752,000
Q2 2021 Jul 21, 2021	BUY	$135.17 - $142.42 $10,948 - $11,536	81 Added 1.63%	5,044 $711,000
Q1 2021 Apr 28, 2021	SELL	$127.53 - $148.97 $5,738 - $6,703	-45 Reduced 0.9%	4,963 $674,000
Q4 2020 Feb 02, 2021	SELL	$138.75 - $152.79 $1,110 - $1,222	-8 Reduced 0.16%	5,008 $722,000
Q3 2020 Nov 09, 2020	BUY	$118.89 - $147.68 $596,352 - $740,762	5,016 New	5,016 $702,000
Q1 2020 May 12, 2020	SELL	$104.05 - $122.58 $324,740 - $382,572	-3,121 Closed	0 $0
Q4 2019 Jan 27, 2020	BUY	$116.12 - $121.28 $6,038 - $6,306	52 Added 1.69%	3,121 $371,000
Q2 2019 Aug 07, 2019	SELL	$96.94 - $111.24 $10,469 - $12,013	-108 Reduced 3.4%	3,069 $339,000
Q1 2019 May 14, 2019	BUY	$92.86 - $102.2 $31,200 - $34,339	336 Added 11.83%	3,177 $310,000
Q4 2018 Jan 16, 2019	BUY	$85.82 - $105.56 $10,555 - $12,983	123 Added 4.53%	2,841 $265,000
Q2 2018 Jul 17, 2018	BUY	$82.4 - $88.46 $10,382 - $11,145	126 Added 4.86%	2,718 $238,000
Q1 2018 Apr 12, 2018	BUY	$85.42 - $109.55 $9,994 - $12,817	117 Added 4.73%	2,592 $224,000
Q4 2017 Feb 09, 2018	BUY	$78.45 - $99.62 $194,163 - $246,559	2,475	2,475 $244,000

Others Institutions Holding WMT

# of Institutions

3,801

Shares Held

2.62B

Call Options Held

50.2M

Put Options Held

43.1M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $245B
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

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Legacy Financial Advisors, Inc. Walmart Inc. Transaction History