A detailed history of Congress Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Congress Wealth Management LLC holds 45,729 shares of WMT stock, worth $4.14 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
45,729
Previous 13,999 226.66%
Holding current value
$4.14 Million
Previous $947,000 289.86%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$66.91 - $81.4 $2.12 Million - $2.58 Million
31,730 Added 226.66%
45,729 $3.69 Million
Q2 2024

Aug 13, 2024

BUY
$58.85 - $68.9 $86,627 - $101,420
1,472 Added 11.75%
13,999 $947,000
Q1 2024

Apr 18, 2024

BUY
$58.61 - $175.86 $451,003 - $1.35 Million
7,695 Added 159.25%
12,527 $753,000
Q4 2023

Feb 09, 2024

BUY
$150.86 - $169.78 $326,461 - $367,403
2,164 Added 81.11%
4,832 $761,000
Q3 2023

Oct 30, 2023

SELL
$153.49 - $165.25 $47,428 - $51,062
-309 Reduced 10.38%
2,668 $426,000
Q2 2023

Jul 13, 2023

SELL
$146.06 - $157.73 $44,402 - $47,949
-304 Reduced 9.27%
2,977 $467,000
Q1 2023

Apr 14, 2023

SELL
$136.97 - $147.45 $41,638 - $44,824
-304 Reduced 8.48%
3,281 $483,000
Q4 2022

Feb 02, 2023

SELL
$128.56 - $153.48 $19,669 - $23,482
-153 Reduced 4.09%
3,585 $508,000
Q3 2022

Nov 08, 2022

SELL
$121.98 - $139.52 $16,223 - $18,556
-133 Reduced 3.44%
3,738 $485,000
Q2 2022

Aug 11, 2022

SELL
$118.29 - $159.87 $21,647 - $29,256
-183 Reduced 4.51%
3,871 $470,000
Q1 2022

May 16, 2022

SELL
$133.53 - $149.87 $62,492 - $70,139
-468 Reduced 10.35%
4,054 $603,000
Q4 2021

Feb 04, 2022

BUY
$135.47 - $151.28 $612,595 - $684,088
4,522 New
4,522 $654,000

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 $245B
  • 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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