A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 3,393 shares of WMT stock, worth $321,588. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,393
Previous 3,063 10.77%
Holding current value
$321,588
Previous $247 Million 23.9%
% of portfolio
0.13%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025

BUY
$79.1 - $95.7 $26,102 - $31,581
330 Added 10.77%
3,393 $307 Million
Q3 2024

Oct 25, 2024

BUY
$66.91 - $81.4 $204,945 - $249,328
3,063 New
3,063 $247 Million

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 $257B
  • 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 Twin Peaks Wealth Advisors, LLC Portfolio

Follow Twin Peaks Wealth Advisors, 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 Twin Peaks Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Twin Peaks Wealth Advisors, LLC with notifications on news.