A detailed history of Confluence Wealth Services, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 63,354 shares of WMT stock, worth $5.19 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
63,354
Previous 67,469 6.1%
Holding current value
$5.19 Million
Previous $4.57 Million 11.97%
% of portfolio
0.39%
Previous 0.38%

Shares

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

Oct 29, 2024

SELL
$66.91 - $81.4 $275,334 - $334,961
-4,115 Reduced 6.1%
63,354 $5.12 Million
Q2 2024

Jul 31, 2024

BUY
$58.85 - $68.9 $19,479 - $22,805
331 Added 0.49%
67,469 $4.57 Million
Q1 2024

Apr 22, 2024

BUY
$58.61 - $175.86 $2.67 Million - $8.02 Million
45,586 Added 211.52%
67,138 $4.04 Million
Q4 2023

Jan 25, 2024

BUY
$150.86 - $169.78 $56,421 - $63,497
374 Added 1.77%
21,552 $3.4 Million
Q3 2023

Nov 01, 2023

SELL
$153.49 - $165.25 $103,145 - $111,048
-672 Reduced 3.08%
21,178 $3.39 Million
Q2 2023

Aug 01, 2023

SELL
$146.06 - $157.73 $7,449 - $8,044
-51 Reduced 0.23%
21,850 $3.43 Million
Q1 2023

May 11, 2023

BUY
$136.97 - $147.45 $115,054 - $123,857
840 Added 3.99%
21,901 $3.23 Million
Q4 2022

Feb 10, 2023

BUY
$128.56 - $153.48 $34,454 - $41,132
268 Added 1.29%
21,061 $2.99 Million
Q3 2022

Nov 08, 2022

SELL
$121.98 - $139.52 $827,024 - $945,945
-6,780 Reduced 24.59%
20,793 $2.7 Million
Q2 2022

Aug 15, 2022

BUY
$118.29 - $159.87 $210,911 - $285,048
1,783 Added 6.91%
27,573 $3.58 Million
Q1 2022

Apr 26, 2022

SELL
$133.53 - $149.87 $12,017 - $13,488
-90 Reduced 0.35%
25,790 $3.84 Million
Q4 2021

Feb 10, 2022

BUY
$135.47 - $151.28 $3.51 Million - $3.92 Million
25,880 New
25,880 $3.74 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 $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
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