A detailed history of Amplius Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 5,611 shares of WMT stock, worth $462,626. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,611
Previous 5,661 0.88%
Holding current value
$462,626
Previous $383,000 18.28%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 16, 2024

SELL
$66.91 - $81.4 $3,345 - $4,070
-50 Reduced 0.88%
5,611 $453,000
Q2 2024

Jul 22, 2024

BUY
$58.85 - $68.9 $11,475 - $13,435
195 Added 3.57%
5,661 $383,000
Q1 2024

Apr 16, 2024

BUY
$58.61 - $175.86 $210,058 - $630,282
3,584 Added 190.44%
5,466 $328,000
Q4 2023

Jan 10, 2024

BUY
$150.86 - $169.78 $1,659 - $1,867
11 Added 0.59%
1,882 $296,000
Q3 2023

Oct 17, 2023

SELL
$153.49 - $165.25 $7,827 - $8,427
-51 Reduced 2.65%
1,871 $299,000
Q2 2023

Jul 26, 2023

SELL
$146.06 - $157.73 $5,112 - $5,520
-35 Reduced 1.79%
1,922 $302,000
Q1 2023

Apr 25, 2023

BUY
$136.97 - $147.45 $11,505 - $12,385
84 Added 4.48%
1,957 $288,000
Q4 2022

Jan 19, 2023

BUY
$128.56 - $153.48 $899 - $1,074
7 Added 0.38%
1,873 $0
Q3 2022

Nov 10, 2022

BUY
$121.98 - $139.52 $2,561 - $2,929
21 Added 1.14%
1,866 $242,000
Q2 2022

Jul 21, 2022

SELL
$118.29 - $159.87 $49,090 - $66,346
-415 Reduced 18.36%
1,845 $224,000
Q1 2022

May 09, 2022

BUY
$133.53 - $149.87 $61,423 - $68,940
460 Added 25.56%
2,260 $336,000
Q4 2021

Jan 28, 2022

BUY
$135.47 - $151.28 $243,846 - $272,304
1,800 New
1,800 $260,000

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 $224B
  • 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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