A detailed history of Edge Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Edge Wealth Management LLC holds 223,107 shares of WMT stock, worth $15.5 Million. This represents 2.82% of its overall portfolio holdings.

Number of Shares
223,107
Previous 75,238 196.53%
Holding current value
$15.5 Million
Previous $11.9 Million 13.18%
% of portfolio
2.82%
Previous 2.6%

Shares

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

Apr 15, 2024

BUY
$58.61 - $175.86 $8.67 Million - $26 Million
147,869 Added 196.53%
223,107 $13.4 Million
Q4 2023

Jan 11, 2024

SELL
$150.86 - $169.78 $145,278 - $163,498
-963 Reduced 1.26%
75,238 $11.9 Million
Q3 2023

Oct 13, 2023

SELL
$153.49 - $165.25 $86,261 - $92,870
-562 Reduced 0.73%
76,201 $12.2 Million
Q2 2023

Jul 13, 2023

BUY
$146.06 - $157.73 $289,636 - $312,778
1,983 Added 2.65%
76,763 $12.1 Million
Q1 2023

Apr 17, 2023

SELL
$136.97 - $147.45 $372,832 - $401,358
-2,722 Reduced 3.51%
74,780 $11 Million
Q4 2022

Jan 25, 2023

SELL
$128.56 - $153.48 $1.22 Million - $1.46 Million
-9,505 Reduced 10.92%
77,502 $0
Q3 2022

Oct 18, 2022

BUY
$121.98 - $139.52 $198,583 - $227,138
1,628 Added 1.91%
87,007 $11.4 Million
Q2 2022

Jul 22, 2022

BUY
$118.29 - $159.87 $4,613 - $6,234
39 Added 0.05%
85,379 $10.4 Million
Q1 2022

Apr 14, 2022

BUY
$133.53 - $149.87 $216,852 - $243,388
1,624 Added 1.94%
85,340 $12.7 Million
Q4 2021

Jan 14, 2022

BUY
$135.47 - $151.28 $134,657 - $150,372
994 Added 1.2%
83,716 $12.1 Million
Q3 2021

Oct 13, 2021

BUY
$139.32 - $151.45 $522,450 - $567,937
3,750 Added 4.75%
82,722 $11.5 Million
Q2 2021

Jul 23, 2021

BUY
$135.17 - $142.42 $244,657 - $257,780
1,810 Added 2.35%
78,972 $11.1 Million
Q1 2021

Apr 09, 2021

BUY
$127.53 - $148.97 $2.38 Million - $2.78 Million
18,631 Added 31.83%
77,162 $10.5 Million
Q4 2020

Jan 19, 2021

SELL
$138.75 - $152.79 $781,023 - $860,054
-5,629 Reduced 8.77%
58,531 $8.41 Million
Q3 2020

Oct 21, 2020

BUY
$118.89 - $147.68 $51,360 - $63,797
432 Added 0.68%
64,160 $8.98 Million
Q2 2020

Aug 03, 2020

SELL
$114.14 - $132.33 $187,988 - $217,947
-1,647 Reduced 2.52%
63,728 $7.63 Million
Q1 2020

Apr 20, 2020

BUY
$104.05 - $122.58 $129,230 - $152,244
1,242 Added 1.94%
65,375 $7.55 Million
Q4 2019

Jan 29, 2020

BUY
$116.12 - $121.28 $57,479 - $60,033
495 Added 0.78%
64,133 $7.59 Million
Q3 2019

Oct 21, 2019

SELL
$105.22 - $118.68 $196,761 - $221,931
-1,870 Reduced 2.85%
63,638 $7.55 Million
Q2 2019

Jul 15, 2019

SELL
$96.94 - $111.24 $35,286 - $40,491
-364 Reduced 0.55%
65,508 $7.25 Million
Q1 2019

Apr 11, 2019

SELL
$92.86 - $102.2 $49,494 - $54,472
-533 Reduced 0.8%
65,872 $6.43 Million
Q4 2018

Jan 11, 2019

BUY
$85.82 - $105.56 $5.11 Million - $6.28 Million
59,500 Added 861.69%
66,405 $6.19 Million
Q2 2018

Jul 17, 2018

BUY
$82.4 - $88.46 $494,400 - $530,760
6,000 Added 662.98%
6,905 $591,000
Q1 2018

Apr 05, 2018

BUY
$85.42 - $109.55 $2,135 - $2,738
25 Added 2.84%
905 $81,000
Q4 2017

Jan 18, 2018

BUY
$78.45 - $99.62 $38,440 - $48,813
490 Added 125.64%
880 $87,000
Q3 2017

Oct 19, 2017

BUY
$78.03 - $81.61 $30,431 - $31,827
390
390 $31,000

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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