A detailed history of Concentrum Wealth Management transactions in Walmart Inc. stock. As of the latest transaction made, Concentrum Wealth Management holds 8,648 shares of WMT stock, worth $802,447. This represents 0.27% of its overall portfolio holdings.

Number of Shares
8,648
Previous 8,474 2.05%
Holding current value
$802,447
Previous $574 Million 21.7%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Nov 13, 2024

BUY
$66.91 - $81.4 $11,642 - $14,163
174 Added 2.05%
8,648 $698 Million
Q2 2024

Aug 13, 2024

BUY
$58.85 - $68.9 $3,295 - $3,858
56 Added 0.67%
8,474 $574 Million
Q1 2024

May 06, 2024

BUY
$58.61 - $175.86 $333,256 - $999,939
5,686 Added 208.13%
8,418 $507 Million
Q4 2023

Feb 06, 2024

BUY
$150.86 - $169.78 $2,413 - $2,716
16 Added 0.59%
2,732 $431 Million
Q3 2023

Nov 08, 2023

SELL
$153.49 - $165.25 $208,285 - $224,244
-1,357 Reduced 33.32%
2,716 $434,000
Q2 2023

Aug 08, 2023

BUY
$146.06 - $157.73 $270,649 - $292,273
1,853 Added 83.47%
4,073 $640,000
Q1 2023

May 03, 2023

BUY
$136.97 - $147.45 $304,073 - $327,339
2,220 New
2,220 $327,000

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 $252B
  • 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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