A detailed history of Triad Financial Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,761 shares of WMT stock, worth $162,434. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,761
Previous 1,601 9.99%
Holding current value
$162,434
Previous $251,000 11.95%
% of portfolio
0.11%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023

BUY
$153.49 - $165.25 $24,558 - $26,440
160 Added 9.99%
1,761 $281,000
Q2 2023

Jul 31, 2023

BUY
$146.06 - $157.73 $292 - $315
2 Added 0.13%
1,601 $251,000
Q1 2023

May 05, 2023

SELL
$136.97 - $147.45 $6,163 - $6,635
-45 Reduced 2.74%
1,599 $235,000
Q4 2022

Feb 14, 2023

SELL
$128.56 - $153.48 $15,941 - $19,031
-124 Reduced 7.01%
1,644 $233,000
Q3 2022

Nov 04, 2022

BUY
$121.98 - $139.52 $4,513 - $5,162
37 Added 2.14%
1,768 $229,000
Q2 2022

Aug 11, 2022

BUY
$118.29 - $159.87 $118 - $159
1 Added 0.06%
1,731 $210,000
Q1 2022

May 09, 2022

SELL
$133.53 - $149.87 $161,170 - $180,893
-1,207 Reduced 41.1%
1,730 $258,000
Q4 2021

May 09, 2022

BUY
$135.47 - $151.28 $397,875 - $444,309
2,937 New
2,937 $425,000

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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