A detailed history of Forum Financial Management, LP transactions in Walmart Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 72,203 shares of WMT stock, worth $6.69 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
72,203
Previous 69,726 3.55%
Holding current value
$6.69 Million
Previous $4.72 Million 23.49%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 29, 2024

BUY
$66.91 - $81.4 $165,736 - $201,627
2,477 Added 3.55%
72,203 $5.83 Million
Q2 2024

Jul 30, 2024

SELL
$58.85 - $68.9 $164,603 - $192,713
-2,797 Reduced 3.86%
69,726 $4.72 Million
Q1 2024

May 09, 2024

BUY
$58.61 - $175.86 $2.87 Million - $8.61 Million
48,951 Added 207.67%
72,523 $4.36 Million
Q4 2023

Feb 07, 2024

BUY
$150.86 - $169.78 $502,062 - $565,027
3,328 Added 16.44%
23,572 $3.72 Million
Q3 2023

Nov 03, 2023

BUY
$153.49 - $165.25 $79,968 - $86,095
521 Added 2.64%
20,244 $3.24 Million
Q2 2023

Jul 26, 2023

BUY
$146.06 - $157.73 $72,883 - $78,707
499 Added 2.6%
19,723 $3.1 Million
Q1 2023

Apr 19, 2023

SELL
$136.97 - $147.45 $684 - $737
-5 Reduced 0.03%
19,224 $2.83 Million
Q4 2022

Jan 24, 2023

BUY
$128.56 - $153.48 $38,696 - $46,197
301 Added 1.59%
19,229 $0
Q3 2022

Nov 07, 2022

BUY
$121.98 - $139.52 $185,409 - $212,070
1,520 Added 8.73%
18,928 $2.46 Million
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $433,296 - $585,603
-3,663 Reduced 17.38%
17,408 $2.12 Million
Q1 2022

May 16, 2022

SELL
$133.53 - $149.87 $86,393 - $96,965
-647 Reduced 2.98%
21,071 $3.14 Million
Q4 2021

Feb 18, 2022

BUY
$135.47 - $151.28 $2.94 Million - $3.29 Million
21,718 New
21,718 $3.14 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 $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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