A detailed history of Evermay Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Evermay Wealth Management LLC holds 6,332 shares of WMT stock, worth $533,471. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,332
Previous 6,572 3.65%
Holding current value
$533,471
Previous $444,000 15.09%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Oct 25, 2024

SELL
$66.91 - $81.4 $16,058 - $19,536
-240 Reduced 3.65%
6,332 $511,000
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 $229B
  • 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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