A detailed history of York Bridge Wealth Partners, LLC transactions in Walmart Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 7,454 shares of WMT stock, worth $680,624. This represents 0.27% of its overall portfolio holdings.

Number of Shares
7,454
Previous 7,563 1.44%
Holding current value
$680,624
Previous $981,000 7.65%
% of portfolio
0.27%
Previous 0.25%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023

SELL
$128.56 - $153.48 $14,013 - $16,729
-109 Reduced 1.44%
7,454 $0
Q3 2022

Oct 18, 2022

BUY
$121.98 - $139.52 $27,079 - $30,973
222 Added 3.02%
7,563 $981,000
Q2 2022

Jul 15, 2022

SELL
$118.29 - $159.87 $93,212 - $125,977
-788 Reduced 9.69%
7,341 $893,000
Q1 2022

Apr 15, 2022

BUY
$133.53 - $149.87 $534 - $599
4 Added 0.05%
8,129 $1.21 Million
Q4 2021

Jan 19, 2022

BUY
$135.47 - $151.28 $16,933 - $18,910
125 Added 1.56%
8,125 $1.18 Million
Q3 2021

Oct 22, 2021

BUY
$139.32 - $151.45 $25,913 - $28,169
186 Added 2.38%
8,000 $1.12 Million
Q2 2021

Jul 22, 2021

SELL
$135.17 - $142.42 $165,583 - $174,464
-1,225 Reduced 13.55%
7,814 $1.1 Million
Q1 2021

Apr 15, 2021

BUY
$127.53 - $148.97 $8,672 - $10,129
68 Added 0.76%
9,039 $1.23 Million
Q4 2020

Jan 19, 2021

SELL
$138.75 - $152.79 $1,387 - $1,527
-10 Reduced 0.11%
8,971 $1.29 Million
Q3 2020

Oct 19, 2020

BUY
$118.89 - $147.68 $358,334 - $445,107
3,014 Added 50.51%
8,981 $1.26 Million
Q2 2020

Jul 20, 2020

SELL
$114.14 - $132.33 $7,304 - $8,469
-64 Reduced 1.06%
5,967 $715,000
Q1 2020

Apr 16, 2020

BUY
$104.05 - $122.58 $135,265 - $159,354
1,300 Added 27.48%
6,031 $685,000
Q4 2019

Jan 17, 2020

BUY
$116.12 - $121.28 $24,385 - $25,468
210 Added 4.64%
4,731 $562,000
Q3 2019

Oct 21, 2019

SELL
$105.22 - $118.68 $21,044 - $23,736
-200 Reduced 4.24%
4,521 $537,000
Q1 2019

May 09, 2019

BUY
$92.86 - $102.2 $55,716 - $61,320
600 Added 14.56%
4,721 $460,000
Q4 2018

Feb 14, 2019

SELL
$85.82 - $105.56 $17,164 - $21,112
-200 Reduced 4.63%
4,121 $384,000
Q3 2018

Nov 14, 2018

BUY
$84.0 - $98.64 $840 - $986
10 Added 0.23%
4,321 $408,000
Q2 2018

Aug 10, 2018

SELL
$82.4 - $88.46 $20,188 - $21,672
-245 Reduced 5.38%
4,311 $369,000
Q4 2017

Feb 12, 2018

BUY
$78.45 - $99.62 $38,518 - $48,913
491 Added 12.08%
4,556 $456,000
Q3 2017

Oct 27, 2017

SELL
$78.03 - $81.61 $32,382 - $33,868
-415 Reduced 9.26%
4,065 $318,000
Q2 2017

Aug 14, 2017

BUY
N/A
4,480
4,480 $338,000

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 $248B
  • 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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