A detailed history of Stone Point Wealth LLC transactions in Walmart Inc. stock. As of the latest transaction made, Stone Point Wealth LLC holds 11,610 shares of WMT stock, worth $821,407. This represents 0.25% of its overall portfolio holdings.

Number of Shares
11,610
Previous 3,870 200.0%
Holding current value
$821,407
Previous $610,000 14.43%
% of portfolio
0.25%
Previous 0.24%

Shares

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

May 01, 2024

BUY
$58.61 - $175.86 $453,641 - $1.36 Million
7,740 Added 200.0%
11,610 $698,000
Q4 2023

Jan 26, 2024

SELL
$150.86 - $169.78 $1,357 - $1,528
-9 Reduced 0.23%
3,870 $610,000
Q1 2023

Apr 20, 2023

SELL
$136.97 - $147.45 $52,596 - $56,620
-384 Reduced 9.01%
3,879 $571,000
Q4 2022

Jan 20, 2023

SELL
$128.56 - $153.48 $3,214 - $3,836
-25 Reduced 0.58%
4,263 $0
Q3 2022

Nov 03, 2022

BUY
$121.98 - $139.52 $1,463 - $1,674
12 Added 0.28%
4,288 $556,000
Q2 2022

Jul 19, 2022

BUY
$118.29 - $159.87 $31,346 - $42,365
265 Added 6.61%
4,276 $520,000
Q1 2022

Apr 29, 2022

BUY
$133.53 - $149.87 $535,588 - $601,128
4,011 New
4,011 $605,000

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 $192B
  • 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
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.