A detailed history of Concurrent Investment Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 296,465 shares of WMT stock, worth $26.2 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
296,465
Previous 281,861 5.18%
Holding current value
$26.2 Million
Previous $19.1 Billion 25.44%
% of portfolio
0.71%
Previous 0.63%

Shares

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

Oct 30, 2024

BUY
$66.91 - $81.4 $977,153 - $1.19 Million
14,604 Added 5.18%
296,465 $23.9 Billion
Q2 2024

Jul 30, 2024

BUY
$58.85 - $68.9 $3.14 Million - $3.68 Million
53,415 Added 23.38%
281,861 $19.1 Billion
Q1 2024

May 07, 2024

BUY
$58.61 - $175.86 $8.59 Million - $25.8 Million
146,591 Added 179.09%
228,446 $13.7 Billion
Q4 2023

Apr 15, 2024

BUY
$150.86 - $169.78 $12.3 Million - $13.9 Million
81,855 New
81,855 $12.9 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 $240B
  • 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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