A detailed history of Sage Private Wealth Group, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 1,973 shares of WMT stock, worth $162,673. This represents 0.34% of its overall portfolio holdings.

Number of Shares
1,973
Previous 2,198 10.24%
Holding current value
$162,673
Previous $267,000 4.12%
% of portfolio
0.34%
Previous 0.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 08, 2022

SELL
$121.98 - $139.52 $27,445 - $31,392
-225 Reduced 10.24%
1,973 $256,000
Q2 2022

Aug 01, 2022

BUY
$118.29 - $159.87 $49,090 - $66,346
415 Added 23.28%
2,198 $267,000
Q1 2022

May 13, 2022

BUY
$133.53 - $149.87 $29,777 - $33,421
223 Added 14.29%
1,783 $266,000
Q4 2021

Jan 24, 2022

BUY
$135.47 - $151.28 $7,992 - $8,925
59 Added 3.93%
1,560 $225,000
Q3 2021

Nov 02, 2021

BUY
$139.32 - $151.45 $2,647 - $2,877
19 Added 1.28%
1,501 $209,000
Q2 2021

Aug 16, 2021

BUY
$135.17 - $142.42 $4,595 - $4,842
34 Added 2.35%
1,482 $209,000
Q1 2021

May 18, 2021

SELL
$127.53 - $148.97 $6,631 - $7,746
-52 Reduced 3.47%
1,448 $197,000
Q4 2020

Mar 02, 2021

BUY
$138.75 - $152.79 $208,125 - $229,185
1,500 New
1,500 $216,000

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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