A detailed history of Shepherd Financial Partners LLC transactions in Walmart Inc. stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 47,729 shares of WMT stock, worth $3.25 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
47,729
Previous 15,036 217.43%
Holding current value
$3.25 Million
Previous $2.37 Million 21.14%
% of portfolio
0.38%
Previous 0.34%

Shares

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

Apr 22, 2024

BUY
$58.61 - $175.86 $1.92 Million - $5.75 Million
32,693 Added 217.43%
47,729 $2.87 Million
Q4 2023

Feb 12, 2024

SELL
$150.86 - $169.78 $603 - $679
-4 Reduced 0.03%
15,036 $2.37 Million
Q3 2023

Nov 08, 2023

BUY
$153.49 - $165.25 $188,178 - $202,596
1,226 Added 8.88%
15,040 $2.41 Million
Q2 2023

Aug 11, 2023

BUY
$146.06 - $157.73 $31,695 - $34,227
217 Added 1.6%
13,814 $2.17 Million
Q1 2023

May 01, 2023

BUY
$136.97 - $147.45 $3,013 - $3,243
22 Added 0.16%
13,597 $2 Million
Q4 2022

Feb 14, 2023

BUY
$128.56 - $153.48 $369,995 - $441,715
2,878 Added 26.9%
13,575 $1.92 Million
Q3 2022

Nov 09, 2022

BUY
$121.98 - $139.52 $640,638 - $732,759
5,252 Added 96.46%
10,697 $1.39 Million
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $409,046 - $552,830
-3,458 Reduced 38.84%
5,445 $662,000
Q1 2022

May 13, 2022

BUY
$133.53 - $149.87 $799,711 - $897,571
5,989 Added 205.53%
8,903 $1.33 Million
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $4,064 - $4,538
30 Added 1.04%
2,914 $420,000
Q3 2021

Nov 15, 2021

BUY
$139.32 - $151.45 $146,286 - $159,022
1,050 Added 57.25%
2,884 $402,000
Q2 2021

Aug 16, 2021

BUY
$135.17 - $142.42 $1,486 - $1,566
11 Added 0.6%
1,834 $259,000
Q1 2021

May 14, 2021

BUY
$127.53 - $148.97 $232,487 - $271,572
1,823 New
1,823 $248,000

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 $185B
  • 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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