A detailed history of Oakwell Private Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Oakwell Private Wealth Management, LLC holds 6,039 shares of WMT stock, worth $421,401. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,039
Previous 2,142 181.93%
Holding current value
$421,401
Previous $337,000 7.72%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Apr 25, 2024

BUY
$58.61 - $175.86 $228,403 - $685,326
3,897 Added 181.93%
6,039 $363,000
Q4 2023

Feb 05, 2024

BUY
$150.86 - $169.78 $6,034 - $6,791
40 Added 1.9%
2,142 $337,000
Q3 2023

Oct 30, 2023

SELL
$153.49 - $165.25 $46,047 - $49,575
-300 Reduced 12.49%
2,102 $336,000
Q1 2023

May 04, 2023

SELL
$136.97 - $147.45 $547 - $589
-4 Reduced 0.17%
2,402 $354,000
Q4 2022

Feb 01, 2023

SELL
$128.56 - $153.48 $12,984 - $15,501
-101 Reduced 4.03%
2,406 $341,000
Q3 2022

Oct 27, 2022

SELL
$121.98 - $139.52 $5,855 - $6,696
-48 Reduced 1.88%
2,507 $325,000
Q2 2022

Aug 03, 2022

BUY
$118.29 - $159.87 $9,226 - $12,469
78 Added 3.15%
2,555 $311,000
Q1 2022

May 03, 2022

BUY
$133.53 - $149.87 $42,596 - $47,808
319 Added 14.78%
2,477 $369,000
Q4 2021

Jan 21, 2022

BUY
$135.47 - $151.28 $87,920 - $98,180
649 Added 43.01%
2,158 $312,000
Q3 2021

Oct 14, 2021

BUY
$139.32 - $151.45 $557 - $605
4 Added 0.27%
1,509 $210,000
Q2 2021

Jul 29, 2021

SELL
$135.17 - $142.42 $43,795 - $46,144
-324 Reduced 17.71%
1,505 $212,000
Q4 2020

Feb 10, 2021

BUY
$138.75 - $152.79 $253,773 - $279,452
1,829 New
1,829 $264,000

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 $189B
  • 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 Oakwell Private Wealth Management, LLC Portfolio

Follow Oakwell Private 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 Oakwell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oakwell Private Wealth Management, LLC with notifications on news.