A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 9,337 shares of WMT stock, worth $909,423. This represents 1.19% of its overall portfolio holdings.

Number of Shares
9,337
Previous 9,685 3.59%
Holding current value
$909,423
Previous $656 Million 14.97%
% of portfolio
1.19%
Previous 0.94%

Shares

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

Oct 22, 2024

SELL
$66.91 - $81.4 $23,284 - $28,327
-348 Reduced 3.59%
9,337 $754 Million
Q2 2024

Aug 14, 2024

BUY
$58.85 - $68.9 $2,824 - $3,307
48 Added 0.5%
9,685 $656 Million
Q1 2024

May 14, 2024

BUY
$58.61 - $175.86 $388,994 - $1.17 Million
6,637 Added 221.23%
9,637 $580 Million
Q4 2023

May 14, 2024

BUY
$150.86 - $169.78 $452,580 - $509,340
3,000 New
3,000 $473 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 $264B
  • 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 Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, 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 Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.