A detailed history of Financial Advocates Investment Management transactions in Walmart Inc. stock. As of the latest transaction made, Financial Advocates Investment Management holds 18,835 shares of WMT stock, worth $1.45 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,835
Previous 27,334 31.09%
Holding current value
$1.45 Million
Previous $1.64 Million 22.45%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Jul 26, 2024

SELL
$58.85 - $68.9 $500,166 - $585,581
-8,499 Reduced 31.09%
18,835 $1.28 Million
Q1 2024

May 01, 2024

BUY
$58.61 - $175.86 $1.21 Million - $3.62 Million
20,590 Added 305.31%
27,334 $1.64 Million
Q4 2023

Feb 08, 2024

SELL
$150.86 - $169.78 $763,653 - $859,426
-5,062 Reduced 42.88%
6,744 $1.06 Million
Q3 2023

Oct 27, 2023

BUY
$153.49 - $165.25 $33,307 - $35,859
217 Added 1.87%
11,806 $1.89 Million
Q2 2023

Aug 07, 2023

SELL
$146.06 - $157.73 $78,726 - $85,016
-539 Reduced 4.44%
11,589 $1.82 Million
Q1 2023

May 11, 2023

SELL
$136.97 - $147.45 $168,747 - $181,658
-1,232 Reduced 9.22%
12,128 $1.79 Million
Q4 2022

Feb 14, 2023

BUY
$128.56 - $153.48 $125,346 - $149,643
975 Added 7.87%
13,360 $1.89 Million
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $10,978 - $12,556
90 Added 0.73%
12,385 $1.6 Million
Q2 2022

Aug 12, 2022

SELL
$118.29 - $159.87 $23,066 - $31,174
-195 Reduced 1.56%
12,295 $1.5 Million
Q1 2022

May 11, 2022

SELL
$133.53 - $149.87 $56,216 - $63,095
-421 Reduced 3.26%
12,490 $1.86 Million
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $381,348 - $425,853
2,815 Added 27.88%
12,911 $1.85 Million
Q3 2021

Nov 04, 2021

SELL
$139.32 - $151.45 $621,227 - $675,315
-4,459 Reduced 30.64%
10,096 $1.41 Million
Q2 2021

Aug 03, 2021

SELL
$135.17 - $142.42 $184,912 - $194,830
-1,368 Reduced 8.59%
14,555 $2.05 Million
Q1 2021

May 10, 2021

BUY
$127.53 - $148.97 $52,542 - $61,375
412 Added 2.66%
15,923 $2.16 Million
Q4 2020

Feb 12, 2021

BUY
$138.75 - $152.79 $845,126 - $930,643
6,091 Added 64.66%
15,511 $2.24 Million
Q3 2020

Nov 04, 2020

SELL
$118.89 - $147.68 $195,930 - $243,376
-1,648 Reduced 14.89%
9,420 $1.32 Million
Q2 2020

Aug 14, 2020

BUY
$114.14 - $132.33 $277,246 - $321,429
2,429 Added 28.12%
11,068 $1.33 Million
Q1 2020

Apr 29, 2020

SELL
$104.05 - $122.58 $55,978 - $65,948
-538 Reduced 5.86%
8,639 $982,000
Q4 2019

Feb 13, 2020

BUY
$116.12 - $121.28 $100,443 - $104,907
865 Added 10.41%
9,177 $1.09 Million
Q3 2019

Nov 13, 2019

SELL
$105.22 - $118.68 $75,653 - $85,330
-719 Reduced 7.96%
8,312 $987,000
Q2 2019

Aug 08, 2019

SELL
$96.94 - $111.24 $26,173 - $30,034
-270 Reduced 2.9%
9,031 $998,000
Q1 2019

May 16, 2019

BUY
$92.86 - $102.2 $21,079 - $23,199
227 Added 2.5%
9,301 $907,000
Q4 2018

Feb 14, 2019

BUY
$85.82 - $105.56 $1,373 - $1,688
16 Added 0.18%
9,074 $845,000
Q3 2018

Nov 14, 2018

SELL
$84.0 - $98.64 $29,652 - $34,819
-353 Reduced 3.75%
9,058 $0
Q2 2018

Aug 09, 2018

BUY
$82.4 - $88.46 $31,394 - $33,703
381 Added 4.22%
9,411 $791,000
Q1 2018

May 11, 2018

BUY
$85.42 - $109.55 $350,051 - $448,935
4,098 Added 83.09%
9,030 $803,000
Q4 2017

Feb 15, 2018

BUY
$78.45 - $99.62 $386,915 - $491,325
4,932
4,932 $487,000

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 $209B
  • 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 Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.