A detailed history of Epic Trust Investment Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 7,269 shares of WMT stock, worth $642,506. This represents 0.58% of its overall portfolio holdings.

Number of Shares
7,269
Previous 6,052 20.11%
Holding current value
$642,506
Previous $364,000 35.16%
% of portfolio
0.58%
Previous 0.47%

Shares

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

Jul 17, 2024

BUY
$58.85 - $68.9 $71,620 - $83,851
1,217 Added 20.11%
7,269 $492,000
Q1 2024

Apr 19, 2024

BUY
$58.61 - $175.86 $264,038 - $792,249
4,505 Added 291.21%
6,052 $364,000
Q4 2023

Feb 05, 2024

BUY
$150.86 - $169.78 $25,344 - $28,523
168 Added 12.18%
1,547 $243,000
Q3 2023

Oct 16, 2023

BUY
$153.49 - $165.25 $211,662 - $227,879
1,379 New
1,379 $220,000
Q1 2023

May 09, 2023

BUY
$136.97 - $147.45 $422,552 - $454,883
3,085 New
3,085 $454,000
Q3 2022

Nov 07, 2022

BUY
$121.98 - $139.52 $11,344 - $12,975
93 Added 4.63%
2,101 $273,000
Q2 2022

Aug 05, 2022

BUY
$118.29 - $159.87 $30,163 - $40,766
255 Added 14.55%
2,008 $244,000
Q1 2022

Apr 20, 2022

BUY
$133.53 - $149.87 $234,078 - $262,722
1,753 New
1,753 $261,000

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 $240B
  • 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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