A detailed history of Consilium Wealth Advisory, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 8,870 shares of WMT stock, worth $682,635. This represents 0.33% of its overall portfolio holdings.

Number of Shares
8,870
Previous 9,202 3.61%
Holding current value
$682,635
Previous $553,000 8.5%
% of portfolio
0.33%
Previous 0.31%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$58.85 - $68.9 $19,538 - $22,874
-332 Reduced 3.61%
8,870 $600,000
Q1 2024

Apr 30, 2024

BUY
$58.61 - $175.86 $383,661 - $1.15 Million
6,546 Added 246.46%
9,202 $553,000
Q4 2023

Jan 10, 2024

BUY
$150.86 - $169.78 $41,788 - $47,029
277 Added 11.64%
2,656 $418,000
Q3 2023

Oct 10, 2023

BUY
$153.49 - $165.25 $365,152 - $393,129
2,379 New
2,379 $380,000

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 $209B
  • 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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