A detailed history of Modern Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 54,199 shares of WMT stock, worth $4.74 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
54,199
Previous 39,613 36.82%
Holding current value
$4.74 Million
Previous $3.2 Billion 74.39%
% of portfolio
0.2%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$79.1 - $95.7 $1.15 Million - $1.4 Million
14,586 Added 36.82%
54,199 $5.58 Billion
Q3 2024

Nov 05, 2024

BUY
$66.91 - $81.4 $255,462 - $310,785
3,818 Added 10.67%
39,613 $3.2 Billion
Q2 2024

Aug 07, 2024

BUY
$58.85 - $68.9 $456,264 - $534,181
7,753 Added 27.65%
35,795 $2.42 Billion
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $1.15 Million - $3.45 Million
19,622 Added 233.04%
28,042 $1.7 Billion
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $1.27 Million - $1.43 Million
8,420 New
8,420 $1.33 Billion

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 $237B
  • 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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