A detailed history of Oxford Financial Group LTD transactions in Walmart Inc. stock. As of the latest transaction made, Oxford Financial Group LTD holds 16,168 shares of WMT stock, worth $1.33 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
16,168
Previous 15,246 6.05%
Holding current value
$1.33 Million
Previous $917,000 19.3%
% of portfolio
0.07%
Previous 0.06%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$58.85 - $68.9 $54,259 - $63,525
922 Added 6.05%
16,168 $1.09 Million
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $602,803 - $1.81 Million
10,285 Added 207.32%
15,246 $917,000
Q4 2023

Feb 14, 2024

SELL
$150.86 - $169.78 $166,700 - $187,606
-1,105 Reduced 18.22%
4,961 $782,000
Q3 2023

Nov 13, 2023

SELL
$153.49 - $165.25 $82,731 - $89,069
-539 Reduced 8.16%
6,066 $970,000
Q2 2023

Aug 10, 2023

BUY
$146.06 - $157.73 $434,966 - $469,719
2,978 Added 82.11%
6,605 $1.04 Million
Q1 2023

May 12, 2023

BUY
$136.97 - $147.45 $41,091 - $44,235
300 Added 9.02%
3,627 $534,000
Q4 2022

Feb 14, 2023

BUY
$128.56 - $153.48 $43,196 - $51,569
336 Added 11.23%
3,327 $471,000
Q3 2022

Nov 02, 2022

SELL
$121.98 - $139.52 $22,932 - $26,229
-188 Reduced 5.91%
2,991 $388,000
Q2 2022

Aug 11, 2022

BUY
$118.29 - $159.87 $45,896 - $62,029
388 Added 13.9%
3,179 $387,000
Q1 2022

May 13, 2022

SELL
$133.53 - $149.87 $23,768 - $26,676
-178 Reduced 6.0%
2,791 $416,000
Q4 2021

Feb 10, 2022

BUY
$135.47 - $151.28 $31,022 - $34,643
229 Added 8.36%
2,969 $430,000
Q3 2021

Nov 12, 2021

SELL
$139.32 - $151.45 $9,334 - $10,147
-67 Reduced 2.39%
2,740 $382,000
Q2 2021

Aug 03, 2021

SELL
$135.17 - $142.42 $3,379 - $3,560
-25 Reduced 0.88%
2,807 $396,000
Q1 2021

May 10, 2021

BUY
$127.53 - $148.97 $3,188 - $3,724
25 Added 0.89%
2,832 $385,000
Q4 2020

Feb 10, 2021

SELL
$138.75 - $152.79 $3,885 - $4,278
-28 Reduced 0.99%
2,807 $405,000
Q3 2020

Nov 12, 2020

SELL
$118.89 - $147.68 $135,772 - $168,650
-1,142 Reduced 28.72%
2,835 $397,000
Q2 2020

Aug 05, 2020

BUY
$114.14 - $132.33 $134,342 - $155,752
1,177 Added 42.04%
3,977 $476,000
Q1 2020

May 12, 2020

BUY
$104.05 - $122.58 $291,340 - $343,224
2,800 New
2,800 $318,000

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 $224B
  • 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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