A detailed history of Oak Harbor Wealth Partners, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 42,178 shares of WMT stock, worth $2.95 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
42,178
Previous 14,017 200.91%
Holding current value
$2.95 Million
Previous $2.21 Million 14.85%
% of portfolio
0.79%
Previous 0.74%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$58.61 - $175.86 $1.65 Million - $4.95 Million
28,161 Added 200.91%
42,178 $2.54 Million
Q4 2023

Feb 09, 2024

SELL
$150.86 - $169.78 $89,007 - $100,170
-590 Reduced 4.04%
14,017 $2.21 Million
Q3 2023

Oct 19, 2023

BUY
$153.49 - $165.25 $81,656 - $87,913
532 Added 3.78%
14,607 $2.34 Million
Q2 2023

Jul 27, 2023

SELL
$146.06 - $157.73 $49,076 - $52,997
-336 Reduced 2.33%
14,075 $2.21 Million
Q1 2023

Apr 24, 2023

SELL
$136.97 - $147.45 $35,886 - $38,631
-262 Reduced 1.79%
14,411 $2.12 Million
Q4 2022

Jan 18, 2023

BUY
$128.56 - $153.48 $94,491 - $112,807
735 Added 5.27%
14,673 $0
Q3 2022

Nov 03, 2022

BUY
$121.98 - $139.52 $59,404 - $67,946
487 Added 3.62%
13,938 $1.81 Million
Q2 2022

Jul 25, 2022

BUY
$118.29 - $159.87 $130,473 - $176,336
1,103 Added 8.93%
13,451 $1.64 Million
Q1 2022

May 11, 2022

BUY
$133.53 - $149.87 $102,818 - $115,399
770 Added 6.65%
12,348 $1.84 Million
Q4 2021

Feb 17, 2022

BUY
$135.47 - $151.28 $1.57 Million - $1.75 Million
11,578 New
11,578 $1.68 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 $190B
  • 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 Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.