A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 10,015 shares of WMT stock, worth $885,225. This represents 0.91% of its overall portfolio holdings.

Number of Shares
10,015
Previous 9,099 10.07%
Holding current value
$885,225
Previous $616 Million 31.26%
% of portfolio
0.91%
Previous 0.93%

Shares

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

Nov 14, 2024

BUY
$66.91 - $81.4 $61,289 - $74,562
916 Added 10.07%
10,015 $809 Million
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $355,528 - $1.07 Million
6,066 Added 200.0%
9,099 $547 Million
Q4 2023

Feb 13, 2024

BUY
$150.86 - $169.78 $457,558 - $514,942
3,033 New
3,033 $478 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 $240B
  • 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 Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment 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 Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.