A detailed history of Alera Investment Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 15,648 shares of WMT stock, worth $1.45 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,648
Previous 15,479 1.09%
Holding current value
$1.45 Million
Previous $1.05 Million 20.52%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Nov 14, 2024

BUY
$66.91 - $81.4 $11,307 - $13,756
169 Added 1.09%
15,648 $1.26 Million
Q2 2024

Aug 13, 2024

BUY
$58.85 - $68.9 $540,066 - $632,295
9,177 Added 145.62%
15,479 $1.05 Million
Q1 2024

May 10, 2024

BUY
$58.61 - $175.86 $251,964 - $756,022
4,299 Added 214.63%
6,302 $379,000
Q4 2023

Jan 23, 2024

BUY
$150.86 - $169.78 $1,810 - $2,037
12 Added 0.6%
2,003 $315,000
Q3 2023

Oct 11, 2023

SELL
$153.49 - $165.25 $24,711 - $26,605
-161 Reduced 7.48%
1,991 $318,000
Q2 2023

Jul 26, 2023

BUY
$146.06 - $157.73 $3,359 - $3,627
23 Added 1.08%
2,152 $338,000
Q4 2022

Feb 02, 2023

BUY
$128.56 - $153.48 $5,528 - $6,599
43 Added 2.06%
2,129 $301,000
Q3 2022

Nov 09, 2022

BUY
$121.98 - $139.52 $42,205 - $48,273
346 Added 19.89%
2,086 $271,000
Q2 2022

Aug 08, 2022

SELL
$118.29 - $159.87 $26,615 - $35,970
-225 Reduced 11.45%
1,740 $212,000
Q1 2022

May 10, 2022

BUY
$133.53 - $149.87 $262,386 - $294,494
1,965 New
1,965 $292,000
Q4 2019

Jan 29, 2020

SELL
$116.12 - $121.28 $207,854 - $217,091
-1,790 Closed
0 $0
Q3 2019

Oct 25, 2019

BUY
$105.22 - $118.68 $188,343 - $212,437
1,790 New
1,790 $212,000
Q2 2019

Aug 07, 2019

SELL
$96.94 - $111.24 $164,701 - $188,996
-1,699 Closed
0 $0
Q1 2019

May 14, 2019

SELL
$92.86 - $102.2 $39,186 - $43,128
-422 Reduced 19.9%
1,699 $166,000
Q4 2018

Feb 14, 2019

BUY
$85.82 - $105.56 $182,024 - $223,892
2,121 New
2,121 $198,000

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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