A detailed history of Morton Brown Family Wealth, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 978 shares of WMT stock, worth $89,301. This represents 0.03% of its overall portfolio holdings.

Number of Shares
978
Previous 678 44.25%
Holding current value
$89,301
Previous $45,000 73.33%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 24, 2024

BUY
$66.91 - $81.4 $20,073 - $24,420
300 Added 44.25%
978 $78,000
Q1 2024

Apr 23, 2024

BUY
$58.61 - $175.86 $20,279 - $60,847
346 Added 104.22%
678 $40,000
Q4 2023

Jan 26, 2024

BUY
$150.86 - $169.78 $15,991 - $17,996
106 Added 46.9%
332 $52,000
Q2 2023

Jul 25, 2023

BUY
$146.06 - $157.73 $1,460 - $1,577
10 Added 4.63%
226 $35,000
Q3 2022

Oct 31, 2022

SELL
$121.98 - $139.52 $3,171 - $3,627
-26 Reduced 10.74%
216 $28,000
Q2 2022

Jul 21, 2022

BUY
$118.29 - $159.87 $3,075 - $4,156
26 Added 12.04%
242 $30,000
Q4 2021

Feb 11, 2022

BUY
$135.47 - $151.28 $29,261 - $32,676
216 New
216 $31,000

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 $248B
  • 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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