A detailed history of Source Financial Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Source Financial Advisors LLC holds 7,786 shares of WMT stock, worth $718,180. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,786
Previous 8,169 4.69%
Holding current value
$718,180
Previous $553,000 13.56%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Nov 01, 2024

SELL
$66.91 - $81.4 $25,626 - $31,176
-383 Reduced 4.69%
7,786 $628,000
Q2 2024

Jul 17, 2024

SELL
$58.85 - $68.9 $5,826 - $6,821
-99 Reduced 1.2%
8,169 $553,000
Q1 2024

May 01, 2024

BUY
$58.61 - $175.86 $256,360 - $769,211
4,374 Added 112.33%
8,268 $497,000
Q4 2023

Jan 11, 2024

BUY
$150.86 - $169.78 $174,695 - $196,605
1,158 Added 42.32%
3,894 $613,000
Q3 2023

Oct 26, 2023

BUY
$153.49 - $165.25 $14,581 - $15,698
95 Added 3.6%
2,736 $437,000
Q2 2023

Jul 24, 2023

BUY
$146.06 - $157.73 $17,089 - $18,454
117 Added 4.64%
2,641 $415,000
Q1 2023

Apr 20, 2023

SELL
$136.97 - $147.45 $199,291 - $214,539
-1,455 Reduced 36.57%
2,524 $372,000
Q4 2022

Jan 31, 2023

SELL
$128.56 - $153.48 $899 - $1,074
-7 Reduced 0.18%
3,979 $564,000
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $18,053 - $20,648
148 Added 3.86%
3,986 $517,000
Q2 2022

Aug 15, 2022

BUY
$118.29 - $159.87 $453,997 - $613,581
3,838 New
3,838 $467,000
Q4 2021

Feb 14, 2022

SELL
$135.47 - $151.28 $201,714 - $225,255
-1,489 Closed
0 $0
Q3 2021

Nov 15, 2021

SELL
$139.32 - $151.45 $3,204 - $3,483
-23 Reduced 1.52%
1,489 $207,000
Q2 2021

Aug 16, 2021

BUY
$135.17 - $142.42 $270 - $284
2 Added 0.13%
1,512 $214,000
Q1 2021

May 17, 2021

SELL
$127.53 - $148.97 $6,376 - $7,448
-50 Reduced 3.21%
1,510 $205,000
Q4 2020

Feb 16, 2021

BUY
$138.75 - $152.79 $216,450 - $238,352
1,560 New
1,560 $225,000

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 $250B
  • 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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