A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 3,915 shares of WMT stock, worth $362,842. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,915
Previous 3,341 17.18%
Holding current value
$362,842
Previous $226,000 39.82%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 08, 2024

BUY
$66.91 - $81.4 $38,406 - $46,723
574 Added 17.18%
3,915 $316,000
Q2 2024

Aug 02, 2024

BUY
$58.85 - $68.9 $941 - $1,102
16 Added 0.48%
3,341 $226,000
Q1 2024

May 03, 2024

BUY
$58.61 - $175.86 $117,102 - $351,368
1,998 Added 150.57%
3,325 $200,000
Q3 2023

Nov 03, 2023

BUY
$153.49 - $165.25 $460 - $495
3 Added 0.23%
1,327 $212,000
Q2 2023

Aug 11, 2023

BUY
$146.06 - $157.73 $193,383 - $208,834
1,324 New
1,324 $208,000

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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