A detailed history of Phillips Financial Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Phillips Financial Management, LLC holds 6,459 shares of WMT stock, worth $450,063. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,459
Previous 2,118 204.96%
Holding current value
$450,063
Previous $333,000 16.52%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 23, 2024

BUY
$58.61 - $175.86 $254,426 - $763,408
4,341 Added 204.96%
6,459 $388,000
Q4 2023

Jan 25, 2024

BUY
$150.86 - $169.78 $21,723 - $24,448
144 Added 7.29%
2,118 $333,000
Q3 2023

Nov 09, 2023

BUY
$153.49 - $165.25 $2,148 - $2,313
14 Added 0.71%
1,974 $315,000
Q2 2023

Aug 11, 2023

BUY
$146.06 - $157.73 $3,651 - $3,943
25 Added 1.29%
1,960 $308,000
Q1 2023

May 08, 2023

BUY
$136.97 - $147.45 $3,013 - $3,243
22 Added 1.15%
1,935 $285,000
Q4 2022

Jan 24, 2023

BUY
$128.56 - $153.48 $10,413 - $12,431
81 Added 4.42%
1,913 $0
Q3 2022

Nov 08, 2022

BUY
$121.98 - $139.52 $223,467 - $255,600
1,832 New
1,832 $238,000
Q2 2022

Jul 22, 2022

SELL
$118.29 - $159.87 $200,619 - $271,139
-1,696 Closed
0 $0
Q1 2022

May 06, 2022

BUY
$133.53 - $149.87 $226,466 - $254,179
1,696 New
1,696 $253,000

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
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