A detailed history of Lifeworks Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 27,503 shares of WMT stock, worth $1.92 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
27,503
Previous 9,920 177.25%
Holding current value
$1.92 Million
Previous $1.56 Million 5.82%
% of portfolio
0.47%
Previous 0.54%

Shares

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

May 10, 2024

BUY
$58.61 - $175.86 $1.03 Million - $3.09 Million
17,583 Added 177.25%
27,503 $1.65 Million
Q4 2023

Feb 12, 2024

SELL
$150.86 - $169.78 $244,091 - $274,704
-1,618 Reduced 14.02%
9,920 $1.56 Million
Q3 2023

Nov 01, 2023

BUY
$153.49 - $165.25 $220,718 - $237,629
1,438 Added 14.24%
11,538 $1.85 Million
Q2 2023

Aug 02, 2023

BUY
$146.06 - $157.73 $245,526 - $265,144
1,681 Added 19.97%
10,100 $1.59 Million
Q1 2023

May 15, 2023

SELL
$136.97 - $147.45 $87,112 - $93,778
-636 Reduced 7.02%
8,419 $1.24 Million
Q4 2022

Feb 14, 2023

SELL
$128.56 - $153.48 $223,437 - $266,748
-1,738 Reduced 16.1%
9,055 $1.28 Million
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $185,165 - $211,791
1,518 Added 16.37%
10,793 $1.54 Million
Q2 2022

Aug 12, 2022

BUY
$118.29 - $159.87 $363,860 - $491,760
3,076 Added 49.62%
9,275 $1.13 Million
Q1 2022

May 16, 2022

SELL
$133.53 - $149.87 $577,650 - $648,337
-4,326 Reduced 41.1%
6,199 $923,000
Q4 2021

Feb 15, 2022

BUY
$135.47 - $151.28 $1.43 Million - $1.59 Million
10,525 New
10,525 $1.52 Million

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
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.