A detailed history of Adviser Investments LLC transactions in Walmart Inc. stock. As of the latest transaction made, Adviser Investments LLC holds 680,497 shares of WMT stock, worth $64.9 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
680,497
Previous 598,268 13.74%
Holding current value
$64.9 Million
Previous $40.5 Million 35.65%
% of portfolio
0.69%
Previous 0.54%

Shares

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

Nov 08, 2024

BUY
$66.91 - $81.4 $5.5 Million - $6.69 Million
82,229 Added 13.74%
680,497 $55 Million
Q2 2024

Aug 12, 2024

SELL
$58.85 - $68.9 $445,671 - $521,779
-7,573 Reduced 1.25%
598,268 $40.5 Million
Q1 2024

Apr 29, 2024

BUY
$58.61 - $175.86 $24.5 Million - $73.5 Million
417,923 Added 222.4%
605,841 $36.5 Million
Q4 2023

Feb 01, 2024

BUY
$150.86 - $169.78 $17.7 Million - $19.9 Million
117,390 Added 166.44%
187,918 $29.6 Million
Q3 2023

Oct 11, 2023

BUY
$153.49 - $165.25 $260,012 - $279,933
1,694 Added 2.46%
70,528 $11.3 Million
Q2 2023

Aug 04, 2023

BUY
$146.06 - $157.73 $947,783 - $1.02 Million
6,489 Added 10.41%
68,834 $10.8 Million
Q1 2023

Apr 25, 2023

BUY
$136.97 - $147.45 $212,988 - $229,284
1,555 Added 2.56%
62,345 $9.19 Million
Q4 2022

Jan 19, 2023

BUY
$128.56 - $153.48 $363,824 - $434,348
2,830 Added 4.88%
60,790 $0
Q3 2022

Oct 14, 2022

BUY
$121.98 - $139.52 $121,126 - $138,543
993 Added 1.74%
57,960 $7.52 Million
Q2 2022

Jul 14, 2022

SELL
$118.29 - $159.87 $15,495 - $20,942
-131 Reduced 0.23%
56,967 $6.93 Million
Q1 2022

May 04, 2022

BUY
$133.53 - $149.87 $468,156 - $525,444
3,506 Added 6.54%
57,098 $8.5 Million
Q4 2021

Jan 31, 2022

BUY
$135.47 - $151.28 $81,552 - $91,070
602 Added 1.14%
53,592 $7.75 Million
Q3 2021

Nov 05, 2021

BUY
$139.32 - $151.45 $207,865 - $225,963
1,492 Added 2.9%
52,990 $7.39 Million
Q2 2021

Jul 09, 2021

BUY
$135.17 - $142.42 $6.52 Million - $6.87 Million
48,242 Added 1481.63%
51,498 $7.26 Million
Q1 2021

May 05, 2021

BUY
$127.53 - $148.97 $58,918 - $68,824
462 Added 16.54%
3,256 $442,000
Q4 2020

Jan 26, 2021

SELL
$138.75 - $152.79 $210,483 - $231,782
-1,517 Reduced 35.19%
2,794 $403,000
Q3 2020

Nov 13, 2020

SELL
$118.89 - $147.68 $10,581 - $13,143
-89 Reduced 2.02%
4,311 $603,000
Q2 2020

Aug 03, 2020

BUY
$114.14 - $132.33 $5,478 - $6,351
48 Added 1.1%
4,400 $527,000
Q1 2020

Apr 08, 2020

BUY
$104.05 - $122.58 $4,994 - $5,883
48 Added 1.12%
4,352 $494,000
Q4 2019

Feb 07, 2020

SELL
$116.12 - $121.28 $5,806 - $6,064
-50 Reduced 1.15%
4,304 $511,000
Q3 2019

Nov 13, 2019

BUY
$105.22 - $118.68 $252,422 - $284,713
2,399 Added 122.71%
4,354 $517,000
Q2 2019

Aug 12, 2019

BUY
$96.94 - $111.24 $189,517 - $217,474
1,955 New
1,955 $216,000
Q1 2019

May 07, 2019

SELL
$92.86 - $102.2 $203,549 - $224,022
-2,192 Closed
0 $0
Q4 2018

Jan 25, 2019

BUY
$85.82 - $105.56 $188,117 - $231,387
2,192 New
2,192 $204,000
Q3 2018

Nov 14, 2018

SELL
$84.0 - $98.64 $162,540 - $190,868
-1,935 Closed
0 $0
Q2 2018

Aug 02, 2018

BUY
$82.4 - $88.46 $69,380 - $74,483
842 Added 77.04%
1,935 $166,000
Q1 2018

May 14, 2018

SELL
$85.42 - $109.55 $88,153 - $113,055
-1,032 Reduced 48.56%
1,093 $97,000
Q4 2017

Feb 12, 2018

SELL
$78.45 - $99.62 $156,743 - $199,040
-1,998 Reduced 48.46%
2,125 $210,000
Q3 2017

Oct 23, 2017

BUY
$78.03 - $81.61 $321,717 - $336,478
4,123
4,123 $322,000

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 $259B
  • 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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