A detailed history of Montz Harcus Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 5,284 shares of WMT stock, worth $445,177. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,284
Previous 5,335 0.96%
Holding current value
$445,177
Previous $361,000 18.01%
% of portfolio
0.25%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$66.91 - $81.4 $3,412 - $4,151
-51 Reduced 0.96%
5,284 $426,000
Q2 2024

Jul 19, 2024

BUY
$58.85 - $68.9 $5,414 - $6,338
92 Added 1.75%
5,335 $361,000
Q1 2024

May 07, 2024

BUY
$58.61 - $175.86 $206,072 - $618,323
3,516 Added 203.59%
5,243 $315,000
Q4 2023

Jan 22, 2024

BUY
$150.86 - $169.78 $30,473 - $34,295
202 Added 13.25%
1,727 $272,000
Q3 2023

Nov 14, 2023

BUY
$153.49 - $165.25 $1,381 - $1,487
9 Added 0.59%
1,525 $243,000
Q2 2023

Jul 21, 2023

BUY
$146.06 - $157.73 $1,460 - $1,577
10 Added 0.66%
1,516 $238,000
Q1 2023

Apr 25, 2023

BUY
$136.97 - $147.45 $273 - $294
2 Added 0.13%
1,506 $222,000
Q4 2022

Jan 20, 2023

BUY
$128.56 - $153.48 $193,354 - $230,833
1,504 New
1,504 $0

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 $229B
  • 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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