A detailed history of Phillips Financial Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Phillips Financial Management, LLC holds 7,048 shares of WMT stock, worth $581,107. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,048
Previous 6,459 9.12%
Holding current value
$581,107
Previous $388,000 22.94%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Aug 08, 2024

BUY
$58.85 - $68.9 $34,662 - $40,582
589 Added 9.12%
7,048 $477,000
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 $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
Track This Portfolio

Track Phillips Financial Management, LLC Portfolio

Follow Phillips Financial 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 Phillips Financial Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Financial Management, LLC with notifications on news.