A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 10,045 shares of WMT stock, worth $823,187. This represents 0.27% of its overall portfolio holdings.

Number of Shares
10,045
Previous 9,991 0.54%
Holding current value
$823,187
Previous $676,000 19.97%
% of portfolio
0.27%
Previous 0.25%

Shares

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

Oct 30, 2024

BUY
$66.91 - $81.4 $3,613 - $4,395
54 Added 0.54%
10,045 $811,000
Q2 2024

Jul 23, 2024

BUY
$58.85 - $68.9 $108,695 - $127,258
1,847 Added 22.68%
9,991 $676,000
Q1 2024

Apr 22, 2024

BUY
$58.61 - $175.86 $338,179 - $1.01 Million
5,770 Added 243.05%
8,144 $490,000
Q3 2023

Oct 13, 2023

SELL
$153.49 - $165.25 $4,604 - $4,957
-30 Reduced 1.25%
2,374 $379,000
Q2 2023

Jul 25, 2023

BUY
$146.06 - $157.73 $12,707 - $13,722
87 Added 3.75%
2,404 $377,000
Q1 2023

Apr 28, 2023

BUY
$136.97 - $147.45 $3,287 - $3,538
24 Added 1.05%
2,317 $341,000
Q4 2022

Jan 23, 2023

SELL
$128.56 - $153.48 $28,026 - $33,458
-218 Reduced 8.68%
2,293 $0
Q3 2022

Nov 01, 2022

BUY
$121.98 - $139.52 $25,371 - $29,020
208 Added 9.03%
2,511 $326,000
Q2 2022

Jul 22, 2022

BUY
$118.29 - $159.87 $40,810 - $55,155
345 Added 17.62%
2,303 $280,000
Q1 2022

Apr 22, 2022

BUY
$133.53 - $149.87 $60,889 - $68,340
456 Added 30.36%
1,958 $292,000
Q4 2021

Jan 26, 2022

BUY
$135.47 - $151.28 $203,475 - $227,222
1,502 New
1,502 $217,000

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 $222B
  • 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 Benchmark Financial Wealth Advisors, LLC Portfolio

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

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.