A detailed history of Sax Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 9,336 shares of WMT stock, worth $844,347. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,336
Previous 7,947 17.48%
Holding current value
$844,347
Previous $538,000 39.96%
% of portfolio
0.07%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$66.91 - $81.4 $92,937 - $113,064
1,389 Added 17.48%
9,336 $753,000
Q2 2024

Jul 12, 2024

BUY
$58.85 - $68.9 $64,499 - $75,514
1,096 Added 16.0%
7,947 $538,000
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $401,537 - $1.2 Million
6,851 New
6,851 $412,000

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 $245B
  • 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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