A detailed history of Goal Vest Advisory LLC transactions in Walmart Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 25,293 shares of WMT stock, worth $2.34 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares
25,293
Previous 24,922 1.49%
Holding current value
$2.34 Million
Previous $1.69 Million 21.04%
% of portfolio
0.62%
Previous 0.55%

Shares

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

Nov 06, 2024

BUY
$66.91 - $81.4 $24,823 - $30,199
371 Added 1.49%
25,293 $2.04 Million
Q2 2024

Jul 30, 2024

SELL
$58.85 - $68.9 $6,061 - $7,096
-103 Reduced 0.41%
24,922 $1.69 Million
Q1 2024

Apr 15, 2024

BUY
$58.61 - $175.86 $1 Million - $3 Million
17,078 Added 214.9%
25,025 $1.51 Million
Q4 2023

Jan 02, 2024

BUY
$150.86 - $169.78 $65,925 - $74,193
437 Added 5.82%
7,947 $1.25 Million
Q3 2023

Oct 10, 2023

BUY
$153.49 - $165.25 $39,139 - $42,138
255 Added 3.51%
7,510 $1.2 Million
Q2 2023

Jul 17, 2023

BUY
$146.06 - $157.73 $42,503 - $45,899
291 Added 4.18%
7,255 $1.14 Million
Q1 2023

Apr 03, 2023

BUY
$136.97 - $147.45 $35,612 - $38,337
260 Added 3.88%
6,964 $1.03 Million
Q4 2022

Jan 06, 2023

BUY
$128.56 - $153.48 $158,257 - $188,933
1,231 Added 22.49%
6,704 $0
Q3 2022

Oct 11, 2022

SELL
$121.98 - $139.52 $800,432 - $915,530
-6,562 Reduced 54.52%
5,473 $710,000
Q2 2022

Jul 06, 2022

BUY
$118.29 - $159.87 $370,365 - $500,552
3,131 Added 35.16%
12,035 $1.5 Million
Q1 2022

May 03, 2022

BUY
$133.53 - $149.87 $152,624 - $171,301
1,143 Added 14.73%
8,904 $1.33 Million
Q2 2021

Sep 01, 2021

BUY
$135.17 - $142.42 $49,607 - $52,268
367 Added 4.96%
7,761 $1.09 Million
Q1 2021

May 13, 2021

BUY
$127.53 - $148.97 $129,953 - $151,800
1,019 Added 15.98%
7,394 $1 Million
Q4 2020

Jan 28, 2021

BUY
$138.75 - $152.79 $884,531 - $974,036
6,375 New
6,375 $919,000

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 $252B
  • 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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