A detailed history of Ep Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 173,231 shares of WMT stock, worth $16.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
173,231
Previous 164,143 5.54%
Holding current value
$16.9 Million
Previous $11.1 Million 25.86%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Nov 14, 2024

BUY
$66.91 - $81.4 $608,078 - $739,763
9,088 Added 5.54%
173,231 $14 Million
Q2 2024

Aug 19, 2024

BUY
$58.85 - $68.9 $973,673 - $1.14 Million
16,545 Added 11.21%
164,143 $11.1 Million
Q1 2024

May 14, 2024

BUY
$58.61 - $175.86 $5.85 Million - $17.6 Million
99,891 Added 209.38%
147,598 $8.88 Million
Q4 2023

Feb 28, 2024

BUY
$150.86 - $169.78 $688,977 - $775,385
4,567 Added 10.59%
47,707 $7.52 Million
Q3 2023

Nov 22, 2023

SELL
$153.49 - $165.25 $844 Million - $908 Million
-5,496,213 Reduced 99.22%
43,140 $6.9 Million
Q2 2023

Aug 14, 2023

BUY
$146.06 - $157.73 $808 Million - $873 Million
5,532,043 Added 75677.74%
5,539,353 $871 Million
Q1 2023

Jun 05, 2023

SELL
$136.97 - $147.45 $2.47 Million - $2.66 Million
-18,064 Reduced 71.19%
7,310 $1.08 Million
Q4 2022

Jun 12, 2023

BUY
$128.56 - $153.48 $2.4 Million - $2.86 Million
18,659 Added 255.25%
25,969 $3.68 Million
Q3 2022

Dec 02, 2022

SELL
$121.98 - $139.52 $431,321 - $493,342
-3,536 Reduced 12.23%
25,374 $3.29 Million
Q2 2022

Aug 11, 2022

BUY
$118.29 - $159.87 $231,493 - $312,865
1,957 Added 7.26%
28,910 $3.52 Million
Q1 2022

May 20, 2022

BUY
$133.53 - $149.87 $73,842 - $82,878
553 Added 2.09%
26,953 $4.01 Million
Q4 2021

Feb 17, 2022

BUY
$135.47 - $151.28 $505,844 - $564,879
3,734 Added 16.47%
26,400 $3.82 Million
Q3 2021

Nov 23, 2021

SELL
$139.32 - $151.45 $69.3 Million - $75.3 Million
-497,270 Reduced 95.64%
22,666 $3.16 Million
Q3 2021

Nov 16, 2021

BUY
$139.32 - $151.45 $69 Million - $75 Million
495,423 Added 2021.06%
519,936 $3.16 Million
Q2 2021

Aug 24, 2021

BUY
$135.17 - $142.42 $146,253 - $154,098
1,082 Added 4.62%
24,513 $3.46 Million
Q1 2021

May 17, 2021

BUY
$127.53 - $148.97 $150,485 - $175,784
1,180 Added 5.3%
23,431 $3.18 Million
Q4 2020

Feb 18, 2021

BUY
$138.75 - $152.79 $58,830 - $64,782
424 Added 1.94%
22,251 $3.21 Million
Q3 2020

Nov 17, 2020

SELL
$118.89 - $147.68 $6,182 - $7,679
-52 Reduced 0.24%
21,827 $3.05 Million
Q2 2020

Aug 14, 2020

SELL
$114.14 - $132.33 $83,208 - $96,468
-729 Reduced 3.22%
21,879 $2.62 Million
Q1 2020

May 18, 2020

BUY
$104.05 - $122.58 $2.35 Million - $2.77 Million
22,608 New
22,608 $2.57 Million
Q4 2019

Feb 14, 2020

SELL
$116.12 - $121.28 $1.21 Million - $1.27 Million
-10,439 Closed
0 $0
Q3 2019

Nov 18, 2019

BUY
$105.22 - $118.68 $21,780 - $24,566
207 Added 2.02%
10,439 $1.24 Million
Q2 2019

Aug 27, 2019

BUY
$96.94 - $111.24 $991,890 - $1.14 Million
10,232 New
10,232 $1.13 Million
Q1 2019

May 20, 2019

SELL
$92.86 - $102.2 $345,996 - $380,797
-3,726 Closed
0 $0
Q4 2018

Feb 19, 2019

BUY
$85.82 - $105.56 $13,559 - $16,678
158 Added 4.43%
3,726 $347,000
Q3 2018

Nov 15, 2018

BUY
$84.0 - $98.64 $299,712 - $351,947
3,568 New
3,568 $335,000

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 $265B
  • 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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