A detailed history of Ever Source Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 72,345 shares of WMT stock, worth $5.96 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
72,345
Previous 61,077 18.45%
Holding current value
$5.96 Million
Previous $3.68 Million 33.28%
% of portfolio
0.33%
Previous 0.3%

Shares

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

Aug 13, 2024

BUY
$58.85 - $68.9 $663,121 - $776,365
11,268 Added 18.45%
72,345 $4.9 Million
Q1 2024

Jun 11, 2024

BUY
$58.61 - $175.86 $2.56 Million - $7.68 Million
43,670 Added 250.88%
61,077 $3.68 Million
Q4 2023

Feb 09, 2024

BUY
$150.86 - $169.78 $259,931 - $292,530
1,723 Added 10.99%
17,407 $2.74 Million
Q3 2023

Nov 03, 2023

SELL
$153.49 - $165.25 $45,740 - $49,244
-298 Reduced 1.86%
15,684 $2.51 Million
Q2 2023

Aug 04, 2023

BUY
$146.06 - $157.73 $624,406 - $674,295
4,275 Added 36.52%
15,982 $2.51 Million
Q1 2023

May 11, 2023

SELL
$136.97 - $147.45 $1,095 - $1,179
-8 Reduced 0.07%
11,707 $1.73 Million
Q4 2022

Feb 09, 2023

BUY
$128.56 - $153.48 $225,879 - $269,664
1,757 Added 17.64%
11,715 $1.66 Million
Q3 2022

Nov 07, 2022

BUY
$121.98 - $139.52 $750,298 - $858,187
6,151 Added 161.57%
9,958 $1.29 Million
Q2 2022

Aug 01, 2022

BUY
$118.29 - $159.87 $113,794 - $153,794
962 Added 33.81%
3,807 $464,000
Q1 2022

May 25, 2022

BUY
$133.53 - $149.87 $30,978 - $34,769
232 Added 8.88%
2,845 $424,000
Q4 2021

Feb 07, 2022

BUY
$135.47 - $151.28 $353,983 - $395,294
2,613 New
2,613 $378,000

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 $224B
  • 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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