A detailed history of Independent Advisor Alliance transactions in Walmart Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 325,144 shares of WMT stock, worth $22.2 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
325,144
Previous 110,838 193.35%
Holding current value
$22.2 Million
Previous $17.5 Million 11.96%
% of portfolio
0.71%
Previous 0.63%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$58.61 - $175.86 $12.6 Million - $37.7 Million
214,306 Added 193.35%
325,144 $19.6 Million
Q4 2023

Feb 08, 2024

BUY
$150.86 - $169.78 $1.19 Million - $1.34 Million
7,875 Added 7.65%
110,838 $17.5 Million
Q3 2023

Oct 24, 2023

BUY
$153.49 - $165.25 $359,934 - $387,511
2,345 Added 2.33%
102,963 $16.5 Million
Q2 2023

Jul 28, 2023

BUY
$146.06 - $157.73 $53,165 - $57,413
364 Added 0.36%
100,618 $15.8 Million
Q1 2023

May 12, 2023

SELL
$136.97 - $147.45 $162,035 - $174,433
-1,183 Reduced 1.17%
100,254 $14.8 Million
Q4 2022

Feb 13, 2023

SELL
$128.56 - $153.48 $126,760 - $151,331
-986 Reduced 0.96%
101,437 $14.4 Million
Q3 2022

Nov 04, 2022

SELL
$121.98 - $139.52 $683,331 - $781,591
-5,602 Reduced 5.19%
102,423 $13.3 Million
Q2 2022

Aug 04, 2022

SELL
$118.29 - $159.87 $347,181 - $469,218
-2,935 Reduced 2.65%
108,025 $13.1 Million
Q1 2022

May 06, 2022

SELL
$133.53 - $149.87 $53,946 - $60,547
-404 Reduced 0.36%
110,960 $16.5 Million
Q4 2021

Feb 11, 2022

SELL
$135.47 - $151.28 $735,873 - $821,752
-5,432 Reduced 4.65%
111,364 $16.1 Million
Q3 2021

Nov 01, 2021

BUY
$139.32 - $151.45 $18,947 - $20,597
136 Added 0.12%
116,796 $16.3 Million
Q2 2021

Aug 12, 2021

SELL
$135.17 - $142.42 $191,400 - $201,666
-1,416 Reduced 1.2%
116,660 $16.5 Million
Q1 2021

May 14, 2021

BUY
$127.53 - $148.97 $3.1 Million - $3.62 Million
24,316 Added 25.93%
118,076 $16 Million
Q4 2020

Feb 11, 2021

BUY
$138.75 - $152.79 $292,207 - $321,775
2,106 Added 2.3%
93,760 $13.5 Million
Q3 2020

Nov 04, 2020

BUY
$118.89 - $147.68 $5.43 Million - $6.74 Million
45,640 Added 99.19%
91,654 $12.8 Million
Q2 2020

Aug 06, 2020

SELL
$114.14 - $132.33 $103,524 - $120,023
-907 Reduced 1.93%
46,014 $5.51 Million
Q1 2020

May 14, 2020

SELL
$104.05 - $122.58 $689,955 - $812,827
-6,631 Reduced 12.38%
46,921 $5.33 Million
Q4 2019

Feb 07, 2020

SELL
$116.12 - $121.28 $2.88 Million - $3.01 Million
-24,842 Reduced 31.69%
53,552 $6.36 Million
Q3 2019

Nov 12, 2019

BUY
$105.22 - $118.68 $1.76 Million - $1.98 Million
16,680 Added 27.03%
78,394 $9.32 Million
Q2 2019

Aug 12, 2019

BUY
$96.94 - $111.24 $362,361 - $415,815
3,738 Added 6.45%
61,714 $5.56 Million
Q1 2019

May 07, 2019

BUY
$92.86 - $102.2 $167,240 - $184,062
1,801 Added 3.21%
57,976 $5.66 Million
Q4 2018

Feb 12, 2019

BUY
$85.82 - $105.56 $714,022 - $878,259
8,320 Added 17.39%
56,175 $5.26 Million
Q3 2018

Nov 13, 2018

SELL
$84.0 - $98.64 $45,192 - $53,068
-538 Reduced 1.11%
47,855 $3.74 Million
Q2 2018

Aug 08, 2018

BUY
$82.4 - $88.46 $772,170 - $828,958
9,371 Added 24.01%
48,393 $3.38 Million
Q1 2018

May 15, 2018

BUY
$85.42 - $109.55 $729,315 - $935,337
8,538 Added 28.01%
39,022 $3.34 Million
Q4 2017

Feb 14, 2018

BUY
$78.45 - $99.62 $544,678 - $691,661
6,943 Added 29.49%
30,484 $3.1 Million
Q3 2017

Nov 15, 2017

BUY
$78.03 - $81.61 $139,127 - $145,510
1,783 Added 8.19%
23,541 $1.9 Million
Q2 2017

Aug 14, 2017

BUY
N/A
21,758
21,758 $1.59 Million

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 $185B
  • 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 Independent Advisor Alliance Portfolio

Follow Independent Advisor Alliance 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 Independent Advisor Alliance, based on Form 13F filings with the SEC.

News

Stay updated on Independent Advisor Alliance with notifications on news.