A detailed history of Wmg Financial Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 22,496 shares of WMT stock, worth $1.81 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
22,496
Previous 22,495 -0.0%
Holding current value
$1.81 Million
Previous $1.35 Million 12.56%
% of portfolio
0.86%
Previous 0.81%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$58.85 - $68.9 $58 - $68
1 Added 0.0%
22,496 $1.52 Million
Q1 2024

May 07, 2024

BUY
$58.61 - $175.86 $896,908 - $2.69 Million
15,303 Added 212.78%
22,495 $1.35 Million
Q4 2023

Feb 08, 2024

SELL
$150.86 - $169.78 $179,372 - $201,868
-1,189 Reduced 14.19%
7,192 $1.13 Million
Q2 2023

Aug 03, 2023

BUY
$146.06 - $157.73 $25,706 - $27,760
176 Added 2.15%
8,381 $1.32 Million
Q1 2023

Apr 18, 2023

SELL
$136.97 - $147.45 $47,802 - $51,460
-349 Reduced 4.08%
8,205 $1.21 Million
Q4 2022

Feb 10, 2023

SELL
$128.56 - $153.48 $3,085 - $3,683
-24 Reduced 0.28%
8,554 $1.21 Million
Q3 2022

Oct 18, 2022

BUY
$121.98 - $139.52 $3,659 - $4,185
30 Added 0.35%
8,578 $1.11 Million
Q2 2022

Aug 08, 2022

SELL
$118.29 - $159.87 $4,968 - $6,714
-42 Reduced 0.49%
8,548 $1.04 Million
Q1 2022

Apr 18, 2022

BUY
$133.53 - $149.87 $28,575 - $32,072
214 Added 2.55%
8,590 $1.28 Million
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $1.13 Million - $1.27 Million
8,376 New
8,376 $1.21 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 $218B
  • 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 Wmg Financial Advisors, LLC Portfolio

Follow Wmg Financial 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 Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.