A detailed history of Aspireon Wealth Advisors transactions in Walmart Inc. stock. As of the latest transaction made, Aspireon Wealth Advisors holds 4,373 shares of WMT stock, worth $386,529. This represents 0.35% of its overall portfolio holdings.

Number of Shares
4,373
Previous 5,175 15.5%
Holding current value
$386,529
Previous $734,000 12.13%
% of portfolio
0.35%
Previous 0.38%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 22, 2023

SELL
$136.97 - $147.45 $109,849 - $118,254
-802 Reduced 15.5%
4,373 $645,000
Q3 2022

Nov 18, 2022

BUY
$121.98 - $139.52 $631,246 - $722,016
5,175 New
5,175 $671,000
Q2 2022

Jul 29, 2022

BUY
$118.29 - $159.87 $18,098 - $24,460
153 Added 2.97%
5,301 $644,000
Q1 2022

May 11, 2022

BUY
$133.53 - $149.87 $1,068 - $1,198
8 Added 0.16%
5,148 $767,000
Q4 2021

Feb 15, 2022

BUY
$135.47 - $151.28 $31,158 - $34,794
230 Added 4.68%
5,140 $744,000
Q3 2021

Nov 15, 2021

BUY
$139.32 - $151.45 $98,081 - $106,620
704 Added 16.74%
4,910 $684,000
Q2 2021

Aug 16, 2021

BUY
$135.17 - $142.42 $487,423 - $513,566
3,606 Added 601.0%
4,206 $593,000
Q1 2021

Apr 19, 2021

SELL
$127.53 - $148.97 $433,602 - $506,498
-3,400 Reduced 85.0%
600 $561,000
Q4 2020

Feb 23, 2021

BUY
$138.75 - $152.79 $555,000 - $611,160
4,000 New
4,000 $600,000

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 $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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