A detailed history of Legacy Financial Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 23,803 shares of WMT stock, worth $1.66 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
23,803
Previous 7,706 208.89%
Holding current value
$1.66 Million
Previous $1.21 Million 17.96%
% of portfolio
0.29%
Previous 0.25%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $189B
  • 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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