A detailed history of Evermay Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Evermay Wealth Management LLC holds 6,572 shares of WMT stock, worth $531,937. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,572
Previous 6,228 5.52%
Holding current value
$531,937
Previous $374,000 18.72%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 01, 2024

BUY
$58.85 - $68.9 $20,244 - $23,701
344 Added 5.52%
6,572 $444,000
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $242,704 - $728,236
4,141 Added 198.42%
6,228 $374,000
Q4 2023

Feb 09, 2024

BUY
$150.86 - $169.78 $3,017 - $3,395
20 Added 0.97%
2,087 $329,000
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $460 - $495
3 Added 0.15%
2,067 $330,000
Q2 2023

Aug 10, 2023

BUY
$146.06 - $157.73 $6,572 - $7,097
45 Added 2.23%
2,064 $324,000
Q1 2023

May 15, 2023

BUY
$136.97 - $147.45 $2,739 - $2,949
20 Added 1.0%
2,019 $297,000
Q4 2022

Jan 19, 2023

BUY
$128.56 - $153.48 $10,541 - $12,585
82 Added 4.28%
1,999 $0
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $36,594 - $41,856
300 Added 18.55%
1,917 $249,000
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $44,122 - $59,631
-373 Reduced 18.74%
1,617 $197,000
Q1 2022

May 16, 2022

SELL
$133.53 - $149.87 $4,005 - $4,496
-30 Reduced 1.49%
1,990 $296,000
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $45,382 - $50,678
335 Added 19.88%
2,020 $292,000
Q3 2021

Nov 12, 2021

SELL
$139.32 - $151.45 $489,431 - $532,043
-3,513 Reduced 67.58%
1,685 $235,000
Q2 2021

Aug 13, 2021

SELL
$135.17 - $142.42 $6,758 - $7,120
-50 Reduced 0.95%
5,198 $733,000
Q1 2021

May 10, 2021

BUY
$127.53 - $148.97 $13,645 - $15,939
107 Added 2.08%
5,248 $713,000
Q4 2020

Feb 16, 2021

BUY
$138.75 - $152.79 $16,372 - $18,029
118 Added 2.35%
5,141 $741,000
Q2 2020

Jul 20, 2020

BUY
$114.14 - $132.33 $573,325 - $664,693
5,023 New
5,023 $602,000

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 $220B
  • 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
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.