Archetype Wealth Partners Walmart Inc. Transaction History

Archetype Wealth Partners

$681 Million
Q1 2025

A detailed history of Archetype Wealth Partners transactions in Walmart Inc. stock. As of the latest transaction made, Archetype Wealth Partners holds 16,252 shares of WMT stock, worth $1.59 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

16,252

Previous 16,132 0.74%

Holding current value

$1.59 Million

Previous $1.46 Million 2.06%

% of portfolio

0.21%

Previous 0.21%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$84.5 - $105.05 $10,140 - $12,606	120 Added 0.74%	16,252 $1.43 Million
Q4 2024 Feb 14, 2025	SELL	$79.1 - $95.7 $35,357 - $42,777	-447 Reduced 2.7%	16,132 $1.46 Million
Q3 2024 Nov 14, 2024	SELL	$66.91 - $81.4 $375,030 - $456,247	-5,605 Reduced 25.27%	16,579 $1.34 Million
Q2 2024 Aug 15, 2024	BUY	$58.85 - $68.9 $94,454 - $110,584	1,605 Added 7.8%	22,184 $1.5 Million
Q1 2024 May 14, 2024	BUY	$58.61 - $175.86 $804,773 - $2.41 Million	13,731 Added 200.51%	20,579 $1.24 Million
Q4 2023 Feb 14, 2024	SELL	$150.86 - $169.78 $5,430 - $6,112	-36 Reduced 0.52%	6,848 $1.08 Million
Q3 2023 Nov 13, 2023	BUY	$153.49 - $165.25 $42,056 - $45,278	274 Added 4.15%	6,884 $1.1 Million
Q2 2023 Aug 14, 2023	BUY	$146.06 - $157.73 $119,184 - $128,707	816 Added 14.08%	6,610 $1.04 Million
Q1 2023 May 10, 2023	SELL	$136.97 - $147.45 $11,368 - $12,238	-83 Reduced 1.41%	5,794 $854,000
Q4 2022 Feb 14, 2023	BUY	$128.56 - $153.48 $10,670 - $12,738	83 Added 1.43%	5,877 $833,000
Q3 2022 Nov 14, 2022	SELL	$121.98 - $139.52 $853 - $976	-7 Reduced 0.12%	5,794 $751,000
Q2 2022 Aug 15, 2022	BUY	$118.29 - $159.87 $17,270 - $23,341	146 Added 2.58%	5,801 $705,000
Q1 2022 May 12, 2022	SELL	$133.53 - $149.87 $1,602 - $1,798	-12 Reduced 0.21%	5,655 $842,000
Q4 2021 Feb 14, 2022	BUY	$135.47 - $151.28 $23,165 - $25,868	171 Added 3.11%	5,667 $820,000
Q3 2021 Nov 12, 2021	SELL	$139.32 - $151.45 $1,811 - $1,968	-13 Reduced 0.24%	5,496 $766,000
Q2 2021 Aug 13, 2021	BUY	$135.17 - $142.42 $135 - $142	1 Added 0.02%	5,509 $777,000
Q1 2021 Apr 30, 2021	BUY	$127.53 - $148.97 $11,095 - $12,960	87 Added 1.6%	5,508 $748,000
Q4 2020 Feb 12, 2021	SELL	$138.75 - $152.79 $101,426 - $111,689	-731 Reduced 11.88%	5,421 $782,000
Q2 2020 Aug 13, 2020	BUY	$114.14 - $132.33 $702,189 - $814,094	6,152 New	6,152 $737,000

Others Institutions Holding WMT

# of Institutions

4,316

Shares Held

2.72B

Call Options Held

51.5M

Put Options Held

63.4M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $265B
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...

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Archetype Wealth Partners Walmart Inc. Transaction History