A detailed history of Claris Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Claris Advisors, LLC holds 6,065 shares of WMT stock, worth $559,435. This represents 0.25% of its overall portfolio holdings.

Number of Shares
6,065
Previous 5,963 1.71%
Holding current value
$559,435
Previous $403,000 21.34%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Oct 31, 2024

BUY
$66.91 - $81.4 $6,824 - $8,302
102 Added 1.71%
6,065 $489,000
Q1 2024

Apr 25, 2024

BUY
$58.61 - $175.86 $235,788 - $707,484
4,023 Added 207.37%
5,963 $358,000
Q2 2023

Aug 04, 2023

SELL
$146.06 - $157.73 $876 - $946
-6 Reduced 0.31%
1,940 $304,000
Q1 2023

May 05, 2023

SELL
$136.97 - $147.45 $23,969 - $25,803
-175 Reduced 8.25%
1,946 $286,000
Q4 2022

Feb 10, 2023

BUY
$128.56 - $153.48 $3,985 - $4,757
31 Added 1.48%
2,121 $300,000
Q4 2021

Jan 28, 2022

BUY
$135.47 - $151.28 $283,132 - $316,175
2,090 New
2,090 $302,000

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 $250B
  • 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
Track This Portfolio

Track Claris Advisors, LLC Portfolio

Follow Claris Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Claris Advisors, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Claris Advisors, LLC with notifications on news.