A detailed history of Avantax Advisory Services, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 639,831 shares of WMT stock, worth $58.4 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
639,831
Previous 612,337 4.49%
Holding current value
$58.4 Million
Previous $41.5 Million 24.61%
% of portfolio
0.35%
Previous 0.3%

Shares

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

Nov 13, 2024

BUY
$66.91 - $81.4 $1.84 Million - $2.24 Million
27,494 Added 4.49%
639,831 $51.7 Million
Q2 2024

Aug 09, 2024

BUY
$58.85 - $68.9 $8.01 Million - $9.37 Million
136,057 Added 28.57%
612,337 $41.5 Million
Q1 2024

May 08, 2024

BUY
$58.61 - $175.86 $19.8 Million - $59.4 Million
337,845 Added 244.05%
476,280 $28.7 Million
Q4 2023

Feb 07, 2024

BUY
$150.86 - $169.78 $384,693 - $432,939
2,550 Added 1.88%
138,435 $21.8 Million
Q3 2023

Nov 07, 2023

BUY
$153.49 - $165.25 $349,496 - $376,274
2,277 Added 1.7%
135,885 $21.7 Million
Q2 2023

Aug 11, 2023

BUY
$146.06 - $157.73 $781,274 - $843,697
5,349 Added 4.17%
133,608 $21 Million
Q1 2023

Apr 28, 2023

BUY
$136.97 - $147.45 $1.97 Million - $2.12 Million
14,349 Added 12.6%
128,259 $18.9 Million
Q4 2022

Feb 13, 2023

SELL
$128.56 - $153.48 $15,555 - $18,571
-121 Reduced 0.11%
113,910 $16.2 Million
Q3 2022

Nov 01, 2022

BUY
$121.98 - $139.52 $53,793 - $61,528
441 Added 0.39%
114,031 $14.8 Million
Q2 2022

Aug 02, 2022

BUY
$118.29 - $159.87 $1.03 Million - $1.39 Million
8,718 Added 8.31%
113,590 $13.8 Million
Q1 2022

Apr 27, 2022

BUY
$133.53 - $149.87 $874,087 - $981,049
6,546 Added 6.66%
104,872 $15.6 Million
Q4 2021

Jan 24, 2022

BUY
$135.47 - $151.28 $849,532 - $948,676
6,271 Added 6.81%
98,326 $14.2 Million
Q3 2021

Oct 21, 2021

BUY
$139.32 - $151.45 $1.29 Million - $1.4 Million
9,237 Added 11.15%
92,055 $12.8 Million
Q2 2021

Jul 29, 2021

BUY
$135.17 - $142.42 $718,834 - $757,389
5,318 Added 6.86%
82,818 $11.7 Million
Q1 2021

May 13, 2021

BUY
$127.53 - $148.97 $774,362 - $904,545
6,072 Added 8.5%
77,500 $10.5 Million
Q4 2020

Jan 22, 2021

SELL
$138.75 - $152.79 $7.62 Million - $8.39 Million
-54,898 Reduced 43.46%
71,428 $10.3 Million
Q3 2020

Oct 14, 2020

BUY
$118.89 - $147.68 $7.97 Million - $9.9 Million
67,038 Added 113.07%
126,326 $17.7 Million
Q2 2020

Aug 06, 2020

BUY
$114.14 - $132.33 $71,223 - $82,573
624 Added 1.06%
59,288 $7.11 Million
Q1 2020

Apr 30, 2020

SELL
$104.05 - $122.58 $529,302 - $623,564
-5,087 Reduced 7.98%
58,664 $6.66 Million
Q4 2019

Feb 14, 2020

BUY
$116.12 - $121.28 $1.32 Million - $1.37 Million
11,332 Added 21.62%
63,751 $7.58 Million
Q3 2019

Nov 08, 2019

BUY
$105.22 - $118.68 $1.06 Million - $1.19 Million
10,029 Added 23.66%
52,419 $6.22 Million
Q2 2019

Aug 06, 2019

BUY
$96.94 - $111.24 $353,055 - $405,136
3,642 Added 9.4%
42,390 $4.68 Million
Q1 2019

May 13, 2019

BUY
$92.86 - $102.2 $552,795 - $608,396
5,953 Added 18.15%
38,748 $3.78 Million
Q4 2018

Feb 13, 2019

BUY
$85.82 - $105.56 $2.81 Million - $3.46 Million
32,795 New
32,795 $3.07 Million

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 $248B
  • 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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