A detailed history of Safeguard Investment Advisory Group, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 9,117 shares of WMT stock, worth $737,929. This represents 0.19% of its overall portfolio holdings.

Number of Shares
9,117
Previous 9,296 1.93%
Holding current value
$737,929
Previous $559,000 10.38%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Aug 09, 2024

SELL
$58.85 - $68.9 $10,534 - $12,333
-179 Reduced 1.93%
9,117 $617,000
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $340,641 - $1.02 Million
5,812 Added 166.82%
9,296 $559,000
Q4 2023

Jan 26, 2024

BUY
$150.86 - $169.78 $33,340 - $37,521
221 Added 6.77%
3,484 $549,000
Q3 2023

Nov 14, 2023

BUY
$153.49 - $165.25 $23,023 - $24,787
150 Added 4.82%
3,263 $521,000
Q2 2023

Aug 01, 2023

SELL
$146.06 - $157.73 $26,728 - $28,864
-183 Reduced 5.55%
3,113 $489,000
Q1 2023

May 04, 2023

SELL
$136.97 - $147.45 $1,232 - $1,327
-9 Reduced 0.27%
3,296 $485,000
Q4 2022

Jan 26, 2023

SELL
$128.56 - $153.48 $19,926 - $23,789
-155 Reduced 4.48%
3,305 $0
Q3 2022

Oct 25, 2022

BUY
$121.98 - $139.52 $80,384 - $91,943
659 Added 23.53%
3,460 $448,000
Q1 2022

May 04, 2022

BUY
$133.53 - $149.87 $20,029 - $22,480
150 Added 5.66%
2,801 $417,000
Q4 2021

Feb 03, 2022

BUY
$135.47 - $151.28 $2,709 - $3,025
20 Added 0.76%
2,651 $383,000
Q3 2021

Oct 20, 2021

BUY
$139.32 - $151.45 $19,226 - $20,900
138 Added 5.54%
2,631 $366,000
Q2 2021

Jul 23, 2021

SELL
$135.17 - $142.42 $36,495 - $38,453
-270 Reduced 9.77%
2,493 $351,000
Q1 2021

May 10, 2021

BUY
$127.53 - $148.97 $70,906 - $82,827
556 Added 25.19%
2,763 $375,000
Q4 2020

Feb 18, 2021

BUY
$138.75 - $152.79 $306,221 - $337,207
2,207 New
2,207 $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 $220B
  • 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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