A detailed history of Monterey Private Wealth, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 4,264 shares of WMT stock, worth $343,678. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,264
Previous 3,671 16.15%
Holding current value
$343,678
Previous $220,000 30.91%
% of portfolio
0.11%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$58.85 - $68.9 $34,898 - $40,857
593 Added 16.15%
4,264 $288,000
Q1 2024

Apr 09, 2024

BUY
$58.61 - $175.86 $215,157 - $645,582
3,671 New
3,671 $220,000
Q2 2023

Jul 11, 2023

BUY
$146.06 - $157.73 $188,855 - $203,944
1,293 New
1,293 $203,000

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 $219B
  • 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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