A detailed history of Kingswood Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 65,683 shares of WMT stock, worth $6.76 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
65,683
Previous 48,774 34.67%
Holding current value
$6.76 Million
Previous $4.77 Billion 41.94%
% of portfolio
0.41%
Previous 0.38%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$94.4 - $104.27 $1.6 Million - $1.76 Million
16,909 Added 34.67%
65,683 $6.77 Billion
Q2 2025

Jul 23, 2025

SELL
$81.79 - $99.98 $11.8 Million - $14.4 Million
-144,470 Reduced 74.76%
48,774 $4.77 Billion
Q1 2025

Jul 25, 2025

BUY
$84.5 - $105.05 $61,516 - $76,476
728 Added 1.49%
49,502 $4.36 Billion
Q1 2025

Apr 21, 2025

BUY
$84.5 - $105.05 $11.6 Million - $14.5 Million
137,701 Added 247.92%
193,244 $17.1 Billion
Q4 2024

Jan 22, 2025

SELL
$79.1 - $95.7 $2.12 Million - $2.56 Million
-26,768 Reduced 32.52%
55,543 $5.02 Billion
Q3 2024

Oct 21, 2024

BUY
$66.91 - $81.4 $1.51 Million - $1.83 Million
22,506 Added 37.63%
82,311 $6.64 Billion
Q2 2024

Jul 09, 2024

BUY
$58.85 - $68.9 $376,522 - $440,822
6,398 Added 11.98%
59,805 $4.05 Billion
Q1 2024

Apr 15, 2024

BUY
$58.61 - $175.86 $2.16 Million - $6.49 Million
36,906 Added 223.66%
53,407 $3.21 Billion
Q4 2023

Jan 16, 2024

BUY
$150.86 - $169.78 $1.71 Million - $1.92 Million
11,318 Added 218.37%
16,501 $2.6 Billion
Q3 2023

Oct 23, 2023

SELL
$153.49 - $165.25 $212 Million - $228 Million
-1,379,128 Reduced 99.63%
5,183 $2.58 Billion
Q2 2023

Aug 09, 2023

BUY
$146.06 - $157.73 $202 Million - $218 Million
1,384,311 New
1,384,311 $1.38 Billion

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 $279B
  • 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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