HERITAGE WEALTH ADVISORS – Walmart Inc. Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$22.09M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
+6.68%
quarter
Walmart Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.01% | 12.62K shares | 2.91M | $129.7 | 170.34K |
| Q2 2022 | share | Increase | +21.33% | 27.73K shares | -182K | $121.58 | 157.72K |
| Q1 2022 | share | Increase | +8.40% | 10.07K shares | 2.00M | $148.92 | 129.99K |
| Q4 2021 | share | Increase | +7.88% | 8.75K shares | 1.85M | $143.17 | 119.91K |
| Q3 2021 | share | Increase | +5.31% | 5.6K shares | 607.39K | $139.38 | 111.16K |
| Q2 2021 | share | Increase | +16.28% | 14.77K shares | 2.55M | $140.5 | 105.56K |
| Q1 2021 | share | Increase | +27.15% | 19.38K shares | 2.03M | $134.81 | 90.78K |
| Q4 2020 | share | Decrease | -0.61% | -438 shares | 241.38K | $142.46 | 71.39K |
| Q3 2020 | share | Increase | +0.01% | 9 shares | 1.44M | $137.76 | 71.83K |
| Q2 2020 | share | Increase | +24.09% | 13.94K shares | 2.02M | $117.46 | 71.82K |
| Q1 2020 | share | Increase | +32.76% | 14.28K shares | 1.39M | $110.93 | 57.88K |
| Q4 2019 | share | Increase | +11.50% | 4.49K shares | 541.09K | $115.5 | 43.59K |
| Q3 2019 | share | Increase | +11.80% | 4.12K shares | 775.74K | $114.83 | 39.1K |
| Q2 2019 | share | Decrease | -0.11% | -38 shares | 449.49K | $106.39 | 34.97K |
| Q1 2019 | share | Increase | +18.06% | 5.35K shares | 652.75K | $93.41 | 35.01K |
| Q4 2018 | share | Increase | +6.18% | 1.72K shares | 139K | $88.74 | 29.65K |
| Q3 2018 | share | Increase | +12.50% | 3.10K shares | 494K | $88.98 | 27.93K |
| Q2 2018 | share | Increase | +4.06% | 969 shares | 8K | $80.68 | 24.82K |
| Q1 2018 | share | Increase | +11.66% | 2.49K shares | 5K | $83.28 | 23.85K |
| Q4 2017 | share | Increase | +5.28% | 1.07K shares | 531K | $91.89 | 21.36K |
| Q3 2017 | share | Increase | +6.82% | 1.29K shares | 149K | $72.33 | 20.29K |
| Q2 2017 | share | Increase | +6.39% | 1.14K shares | 147K | $69.62 | 19K |
| Q1 2017 | share | Increase | +12.70% | 2.01K shares | 191K | $65.87 | 17.85K |
| Q4 2016 | share | Increase | +23.28% | 2.99K shares | 173K | $62.71 | 15.84K |
| Q3 2016 | share | Increase | +10.73% | 1.24K shares | 78K | $64.97 | 12.85K |
| Q2 2016 | share | Increase | +19.05% | 1.85K shares | 178K | $65.34 | 11.60K |
| Q1 2016 | share | Increase | +13.37% | 1.15K shares | 142K | $60.83 | 9.75K |