A detailed history of Avitas Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Avitas Wealth Management LLC holds 164,022 shares of WMT stock, worth $14.5 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares
164,022
Previous 161,891 1.32%
Holding current value
$14.5 Million
Previous $11 Million 20.83%
% of portfolio
1.89%
Previous 1.63%

Shares

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

Oct 25, 2024

BUY
$66.91 - $81.4 $142,585 - $173,463
2,131 Added 1.32%
164,022 $13.2 Million
Q2 2024

Jul 24, 2024

BUY
$58.85 - $68.9 $29,836 - $34,932
507 Added 0.31%
161,891 $11 Million
Q1 2024

Apr 24, 2024

BUY
$58.61 - $175.86 $6.35 Million - $19 Million
108,271 Added 203.85%
161,384 $9.71 Million
Q4 2023

Jan 24, 2024

BUY
$150.86 - $169.78 $271,246 - $305,264
1,798 Added 3.5%
53,113 $8.37 Million
Q3 2023

Nov 02, 2023

SELL
$153.49 - $165.25 $37,758 - $40,651
-246 Reduced 0.48%
51,315 $8.21 Million
Q2 2023

Jul 18, 2023

BUY
$146.06 - $157.73 $51,121 - $55,205
350 Added 0.68%
51,561 $8.1 Million
Q1 2023

May 15, 2023

SELL
$136.97 - $147.45 $68,074 - $73,282
-497 Reduced 0.96%
51,211 $7.55 Million
Q4 2022

Jan 10, 2023

SELL
$128.56 - $153.48 $61,580 - $73,516
-479 Reduced 0.92%
51,708 $0
Q3 2022

Oct 27, 2022

SELL
$121.98 - $139.52 $1.34 Million - $1.53 Million
-10,996 Reduced 17.4%
52,187 $6.77 Million
Q2 2022

Jul 29, 2022

BUY
$118.29 - $159.87 $931,060 - $1.26 Million
7,871 Added 14.23%
63,183 $7.68 Million
Q1 2022

Apr 28, 2022

BUY
$133.53 - $149.87 $119,776 - $134,433
897 Added 1.65%
55,312 $8.24 Million
Q4 2021

Jan 26, 2022

BUY
$135.47 - $151.28 $143,327 - $160,054
1,058 Added 1.98%
54,415 $7.87 Million
Q3 2021

Oct 28, 2021

BUY
$139.32 - $151.45 $49,737 - $54,067
357 Added 0.67%
53,357 $7.44 Million
Q2 2021

Jul 12, 2021

BUY
$135.17 - $142.42 $223,571 - $235,562
1,654 Added 3.22%
53,000 $7.47 Million
Q1 2021

May 13, 2021

BUY
$127.53 - $148.97 $1.59 Million - $1.86 Million
12,485 Added 32.13%
51,346 $6.97 Million
Q4 2020

Feb 26, 2021

BUY
$138.75 - $152.79 $105,866 - $116,578
763 Added 2.0%
38,861 $5.6 Million
Q3 2020

Oct 06, 2020

BUY
$118.89 - $147.68 $41,373 - $51,392
348 Added 0.92%
38,098 $5.33 Million
Q2 2020

Jul 30, 2020

SELL
$114.14 - $132.33 $119,732 - $138,814
-1,049 Reduced 2.7%
37,750 $4.52 Million
Q1 2020

May 13, 2020

BUY
$104.05 - $122.58 $753,113 - $887,234
7,238 Added 22.93%
38,799 $4.41 Million
Q4 2019

Feb 13, 2020

BUY
$116.12 - $121.28 $6,618 - $6,912
57 Added 0.18%
31,561 $3.75 Million
Q3 2019

Oct 18, 2019

BUY
$105.22 - $118.68 $52,189 - $58,865
496 Added 1.6%
31,504 $3.74 Million
Q2 2019

Jul 23, 2019

SELL
$96.94 - $111.24 $14,056 - $16,129
-145 Reduced 0.47%
31,008 $3.43 Million
Q1 2019

May 01, 2019

BUY
$92.86 - $102.2 $26,000 - $28,616
280 Added 0.91%
31,153 $3.04 Million
Q4 2018

Feb 08, 2019

BUY
$85.82 - $105.56 $759,335 - $933,994
8,848 Added 40.17%
30,873 $2.88 Million
Q3 2018

Nov 13, 2018

BUY
$84.0 - $98.64 $62,244 - $73,092
741 Added 3.48%
22,025 $2.07 Million
Q2 2018

Aug 13, 2018

BUY
$82.4 - $88.46 $1.75 Million - $1.88 Million
21,284 New
21,284 $1.82 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 $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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