A detailed history of Clearstead Trust, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Clearstead Trust, LLC holds 5,286 shares of WMT stock, worth $368,328. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,286
Previous 1,719 207.5%
Holding current value
$368,328
Previous $271,000 17.34%
% of portfolio
0.09%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$58.61 - $175.86 $209,061 - $627,292
3,567 Added 207.5%
5,286 $318,000
Q4 2023

Feb 06, 2024

BUY
$150.86 - $169.78 $60,344 - $67,912
400 Added 30.33%
1,719 $271,000
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $306 - $330
2 Added 0.15%
1,319 $210,000
Q2 2023

Aug 08, 2023

BUY
$146.06 - $157.73 $2,775 - $2,996
19 Added 1.46%
1,317 $207,000
Q1 2023

May 10, 2023

BUY
$136.97 - $147.45 $136 - $147
1 Added 0.08%
1,298 $191,000
Q4 2022

Jan 31, 2023

SELL
$128.56 - $153.48 $8,613 - $10,283
-67 Reduced 4.91%
1,297 $184,000
Q3 2022

Nov 10, 2022

BUY
$121.98 - $139.52 $137,959 - $157,797
1,131 Added 485.41%
1,364 $177,000
Q2 2022

Aug 11, 2022

SELL
$118.29 - $159.87 $9,936 - $13,429
-84 Reduced 26.5%
233 $28,000
Q1 2022

May 16, 2022

SELL
$133.53 - $149.87 $7,477 - $8,392
-56 Reduced 15.01%
317 $47,000
Q3 2021

Nov 02, 2021

BUY
$139.32 - $151.45 $12,399 - $13,479
89 Added 31.34%
373 $52,000
Q2 2021

Aug 12, 2021

BUY
$135.17 - $142.42 $38,388 - $40,447
284 New
284 $40,000
Q1 2021

Apr 30, 2021

SELL
$127.53 - $148.97 $36,218 - $42,307
-284 Closed
0 $0
Q2 2020

Aug 17, 2020

BUY
$114.14 - $132.33 $9,587 - $11,115
84 Added 42.0%
284 $34,000
Q2 2018

Aug 20, 2018

SELL
$82.4 - $88.46 $181,280 - $194,612
-2,200 Reduced 91.67%
200 $17,000
Q1 2018

May 15, 2018

BUY
$85.42 - $109.55 $205,008 - $262,920
2,400 New
2,400 $214,000

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 $189B
  • 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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