Heritage Wealth Advisors Walmart Inc. Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 493,542 shares of WMT stock, worth $49.9 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

493,542

Previous 501,111 1.51%

Holding current value

$49.9 Million

Previous $44 Million 9.7%

% of portfolio

2.38%

Previous 2.3%

41 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$81.79 - $99.98 $619,068 - $756,748	-7,569 Reduced 1.51%	493,542 $48.3 Million
Q1 2025 May 08, 2025	BUY	$84.5 - $105.05 $44,616 - $55,466	528 Added 0.11%	501,111 $44 Million
Q4 2024 Feb 11, 2025	SELL	$79.1 - $95.7 $4.02 Million - $4.87 Million	-50,838 Reduced 9.22%	500,583 $45.2 Million
Q3 2024 Nov 12, 2024	SELL	$66.91 - $81.4 $561,307 - $682,864	-8,389 Reduced 1.5%	551,421 $44.5 Million
Q2 2024 Dec 12, 2024	BUY	$58.85 - $68.9 $650,998 - $762,171	11,062 Added 2.02%	559,810 $37.9 Million
Q2 2024 Aug 05, 2024	BUY	$58.85 - $68.9 $32.9 Million - $38.5 Million	559,224 Added 95430.72%	559,810 $37.9 Million
Q1 2024 Dec 12, 2024	BUY	$58.61 - $175.86 $21.6 Million - $64.9 Million	369,030 Added 205.34%	548,748 $33 Million
Q1 2024 May 08, 2024	SELL	$58.61 - $175.86 $10.5 Million - $31.5 Million	-179,230 Reduced 99.67%	586 $35,000
Q4 2023 Dec 12, 2024	BUY	$150.86 - $169.78 $30,322 - $34,125	201 Added 0.11%	179,718 $28.3 Million
Q4 2023 Feb 09, 2024	BUY	$150.86 - $169.78 $45,107 - $50,764	299 Added 0.17%	179,816 $28.3 Million
Q3 2023 Dec 12, 2024	SELL	$153.49 - $165.25 $1.3 Million - $1.4 Million	-8,444 Reduced 4.49%	179,517 $28.7 Million
Q3 2023 Nov 08, 2023	SELL	$153.49 - $165.25 $1.3 Million - $1.4 Million	-8,444 Reduced 4.49%	179,517 $28.7 Million
Q2 2023 Dec 12, 2024	SELL	$146.06 - $157.73 $53.1 Million - $57.3 Million	-363,460 Reduced 65.91%	187,961 $29.5 Million
Q2 2023 Aug 09, 2023	BUY	$146.06 - $157.73 $252,245 - $272,399	1,727 Added 0.93%	187,961 $29.5 Million
Q1 2023 May 04, 2023	BUY	$136.97 - $147.45 $1.44 Million - $1.55 Million	10,538 Added 6.0%	186,234 $27.5 Million
Q4 2022 Dec 12, 2024	BUY	$128.56 - $153.48 $687,538 - $820,811	5,348 Added 3.14%	175,696 $24.9 Million
Q4 2022 Feb 06, 2023	BUY	$128.56 - $153.48 $687,538 - $820,811	5,348 Added 3.14%	175,696 $24.9 Million
Q3 2022 Dec 12, 2024	SELL	$121.98 - $139.52 $46.5 Million - $53.2 Million	-381,073 Reduced 69.11%	170,348 $22.1 Million
Q3 2022 Nov 10, 2022	BUY	$121.98 - $139.52 $1.54 Million - $1.76 Million	12,626 Added 8.01%	170,348 $22.1 Million
Q2 2022 Aug 04, 2022	BUY	$118.29 - $159.87 $3.28 Million - $4.43 Million	27,731 Added 21.33%	157,722 $19.2 Million
Q1 2022 May 11, 2022	BUY	$133.53 - $149.87 $1.35 Million - $1.51 Million	10,074 Added 8.4%	129,991 $19.4 Million
Q4 2021 Feb 02, 2022	BUY	$135.47 - $151.28 $1.19 Million - $1.32 Million	8,757 Added 7.88%	119,917 $17.4 Million
Q3 2021 Nov 02, 2021	BUY	$139.32 - $151.45 $780,192 - $848,119	5,600 Added 5.31%	111,160 $15.5 Million
Q2 2021 Aug 09, 2021	BUY	$135.17 - $142.42 $4.62 Million - $4.87 Million	34,162 Added 47.85%	105,560 $14.9 Million
Q2 2021 Jul 27, 2021	SELL	$135.17 - $142.42 $2.62 Million - $2.76 Million	-19,383 Reduced 21.35%	71,398 $10.3 Million
Q1 2021 Apr 27, 2021	BUY	$127.53 - $148.97 $2.47 Million - $2.89 Million	19,383 Added 27.15%	90,781 $12.3 Million
Q4 2020 Feb 01, 2021	SELL	$138.75 - $152.79 $60,772 - $66,922	-438 Reduced 0.61%	71,398 $10.3 Million
Q3 2020 Nov 03, 2020	BUY	$118.89 - $147.68 $1,070 - $1,329	9 Added 0.01%	71,836 $10.1 Million
Q2 2020 Jul 17, 2020	BUY	$114.14 - $132.33 $7.77 Million - $9.01 Million	68,079 Added 1816.41%	71,827 $8.6 Million
Q2 2020 Jul 17, 2020	SELL	$114.14 - $132.33 $6.18 Million - $7.16 Million	-54,133 Reduced 93.52%	3,748 $8.6 Million
Q1 2020 May 05, 2020	BUY	$104.05 - $122.58 $1.49 Million - $1.75 Million	14,284 Added 32.76%	57,881 $6.58 Million
Q4 2019 Feb 04, 2020	BUY	$116.12 - $121.28 $522,191 - $545,396	4,497 Added 11.5%	43,597 $5.18 Million
Q3 2019 Oct 30, 2019	BUY	$105.22 - $118.68 $434,137 - $489,673	4,126 Added 11.8%	39,100 $4.64 Million
Q2 2019 Aug 05, 2019	SELL	$96.94 - $111.24 $3,683 - $4,227	-38 Reduced 0.11%	34,974 $0
Q1 2019 May 06, 2019	BUY	$92.86 - $102.2 $497,358 - $547,383	5,356 Added 18.06%	35,012 $0
Q4 2018 Jan 28, 2019	BUY	$85.82 - $105.56 $148,039 - $182,091	1,725 Added 6.18%	29,656 $2.76 Million
Q3 2018 Nov 14, 2018	BUY	$84.0 - $98.64 $260,736 - $306,178	3,104 Added 12.5%	27,931 $2.62 Million
Q2 2018 Jul 19, 2018	BUY	$82.4 - $88.46 $79,845 - $85,717	969 Added 4.06%	24,827 $2.13 Million
Q1 2018 May 10, 2018	BUY	$85.42 - $109.55 $212,781 - $272,889	2,491 Added 11.66%	23,858 $2.12 Million
Q4 2017 Feb 02, 2018	BUY	$78.45 - $99.62 $84,098 - $106,792	1,072 Added 5.28%	21,367 $2.12 Million
Q3 2017 Nov 07, 2017	BUY	$78.03 - $81.61 $1.58 Million - $1.66 Million	20,295	20,295 $1.59 Million

Others Institutions Holding WMT

# of Institutions

4,520

Shares Held

2.78B

Call Options Held

46M

Put Options Held

42.8M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $275B
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...

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Heritage Wealth Advisors Walmart Inc. Transaction History