A detailed history of Iht Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 170,398 shares of WMT stock, worth $15.6 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
170,398
Previous 145,336 17.24%
Holding current value
$15.6 Million
Previous $9.84 Million 39.83%
% of portfolio
0.4%
Previous 0.38%

Shares

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

Nov 14, 2024

BUY
$66.91 - $81.4 $1.68 Million - $2.04 Million
25,062 Added 17.24%
170,398 $13.8 Million
Q2 2024

Aug 14, 2024

SELL
$58.85 - $68.9 $203,150 - $237,842
-3,452 Reduced 2.32%
145,336 $9.84 Million
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $5.68 Million - $17 Million
96,878 Added 186.63%
148,788 $8.95 Million
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $493,915 - $555,859
3,274 Added 6.73%
51,910 $8.18 Million
Q3 2023

Nov 14, 2023

BUY
$153.49 - $165.25 $165,001 - $177,643
1,075 Added 2.26%
48,636 $7.78 Million
Q2 2023

Aug 14, 2023

BUY
$146.06 - $157.73 $659,314 - $711,993
4,514 Added 10.49%
47,561 $7.48 Million
Q1 2023

May 15, 2023

BUY
$136.97 - $147.45 $282,843 - $304,484
2,065 Added 5.04%
43,047 $6.35 Million
Q4 2022

Feb 14, 2023

SELL
$128.56 - $153.48 $361,382 - $431,432
-2,811 Reduced 6.42%
40,982 $5.81 Million
Q3 2022

Nov 22, 2022

BUY
$121.98 - $139.52 $1.26 Million - $1.44 Million
10,349 Added 30.94%
43,793 $5.68 Million
Q2 2022

Aug 15, 2022

BUY
$118.29 - $159.87 $1.15 Million - $1.55 Million
9,721 Added 40.98%
33,444 $4.07 Million
Q1 2022

May 16, 2022

SELL
$133.53 - $149.87 $37,521 - $42,113
-281 Reduced 1.17%
23,723 $3.53 Million
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $323,366 - $361,105
2,387 Added 11.04%
24,004 $3.47 Million
Q3 2021

Nov 15, 2021

SELL
$139.32 - $151.45 $1.61 Million - $1.75 Million
-11,566 Reduced 34.86%
21,617 $3.01 Million
Q2 2021

Aug 16, 2021

BUY
$135.17 - $142.42 $568,660 - $599,160
4,207 Added 14.52%
33,183 $4.68 Million
Q1 2021

May 18, 2021

BUY
$127.53 - $148.97 $679,352 - $793,563
5,327 Added 22.53%
28,976 $3.94 Million
Q4 2020

Feb 17, 2021

BUY
$138.75 - $152.79 $132,783 - $146,220
957 Added 4.22%
23,649 $3.41 Million
Q3 2020

Nov 19, 2020

BUY
$118.89 - $147.68 $523,829 - $650,678
4,406 Added 24.09%
22,692 $3.18 Million
Q2 2020

Aug 14, 2020

BUY
$114.14 - $132.33 $115,281 - $133,653
1,010 Added 5.85%
18,286 $2.19 Million
Q1 2020

May 13, 2020

SELL
$104.05 - $122.58 $11,445 - $13,483
-110 Reduced 0.63%
17,276 $1.96 Million
Q4 2019

Feb 18, 2020

BUY
$116.12 - $121.28 $146,659 - $153,176
1,263 Added 7.83%
17,386 $2.07 Million
Q3 2019

Nov 15, 2019

BUY
$105.22 - $118.68 $353,118 - $398,290
3,356 Added 26.29%
16,123 $1.92 Million
Q2 2019

Aug 12, 2019

BUY
$96.94 - $111.24 $173,813 - $199,453
1,793 Added 16.34%
12,767 $1.41 Million
Q1 2019

May 16, 2019

BUY
$92.86 - $102.2 $102,703 - $113,033
1,106 Added 11.21%
10,974 $1.07 Million
Q4 2018

Feb 15, 2019

BUY
$85.82 - $105.56 $14,675 - $18,050
171 Added 1.76%
9,868 $919,000
Q3 2018

Nov 14, 2018

SELL
$84.0 - $98.64 $103,236 - $121,228
-1,229 Reduced 11.25%
9,697 $911,000
Q2 2018

Aug 13, 2018

BUY
$82.4 - $88.46 $94,183 - $101,109
1,143 Added 11.68%
10,926 $936,000
Q1 2018

May 15, 2018

BUY
$85.42 - $109.55 $176,733 - $226,658
2,069 Added 26.82%
9,783 $837,000
Q4 2017

Feb 14, 2018

BUY
$78.45 - $99.62 $237,311 - $301,350
3,025 Added 64.51%
7,714 $784,000
Q3 2017

Nov 14, 2017

BUY
$78.03 - $81.61 $365,882 - $382,669
4,689
4,689 $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 $248B
  • 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 Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.