A detailed history of Evergreen Wealth Solutions, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 7,132 shares of WMT stock, worth $655,288. This represents 0.39% of its overall portfolio holdings.

Number of Shares
7,132
Previous 8,996 20.72%
Holding current value
$655,288
Previous $609,000 5.58%
% of portfolio
0.39%
Previous 0.43%

Shares

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

Nov 14, 2024

SELL
$66.91 - $81.4 $124,720 - $151,729
-1,864 Reduced 20.72%
7,132 $575,000
Q2 2024

Aug 14, 2024

SELL
$58.85 - $68.9 $25,246 - $29,558
-429 Reduced 4.55%
8,996 $609,000
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $361,154 - $1.08 Million
6,162 Added 188.84%
9,425 $567,000
Q4 2023

Feb 07, 2024

BUY
$150.86 - $169.78 $7,693 - $8,658
51 Added 1.59%
3,263 $514,000
Q3 2023

Nov 13, 2023

SELL
$153.49 - $165.25 $61,549 - $66,265
-401 Reduced 11.1%
3,212 $513,000
Q2 2023

Aug 11, 2023

BUY
$146.06 - $157.73 $35,638 - $38,486
244 Added 7.24%
3,613 $567,000
Q1 2023

May 12, 2023

SELL
$136.97 - $147.45 $29,722 - $31,996
-217 Reduced 6.05%
3,369 $497,000
Q4 2022

Feb 14, 2023

SELL
$128.56 - $153.48 $78,807 - $94,083
-613 Reduced 14.6%
3,586 $508,000
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $7,806 - $8,929
64 Added 1.55%
4,199 $545,000
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $24,604 - $33,252
-208 Reduced 4.79%
4,135 $503,000
Q1 2022

Apr 22, 2022

SELL
$133.53 - $149.87 $24,703 - $27,725
-185 Reduced 4.09%
4,343 $647,000
Q4 2021

Jan 19, 2022

BUY
$135.47 - $151.28 $613,408 - $684,995
4,528 New
4,528 $655,000

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 $249B
  • 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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