Independent Solutions Wealth Management, LLC Walmart Inc. Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 19,331 shares of WMT stock, worth $1.88 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

19,331

Previous 19,343 0.06%

Holding current value

$1.88 Million

Previous $1.56 Billion 11.82%

% of portfolio

0.38%

Previous 0.35%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$79.1 - $95.7 $949 - $1,148	-12 Reduced 0.06%	19,331 $1.75 Billion
Q3 2024 Dec 19, 2024	SELL	$66.91 - $81.4 $218,394 - $265,689	-3,264 Reduced 14.44%	19,343 $1.56 Billion
Q2 2024 Dec 19, 2024	SELL	$58.85 - $68.9 $39,841 - $46,645	-677 Reduced 2.91%	22,607 $1.53 Billion
Q1 2024 Dec 19, 2024	BUY	$58.61 - $175.86 $903,531 - $2.71 Million	15,416 Added 195.93%	23,284 $1.4 Billion
Q4 2023 Dec 19, 2024	SELL	$150.86 - $169.78 $40,732 - $45,840	-270 Reduced 3.32%	7,868 $1.24 Billion
Q3 2023 Dec 19, 2024	SELL	$153.49 - $165.25 $135,531 - $145,915	-883 Reduced 9.79%	8,138 $1.3 Billion
Q2 2023 Dec 19, 2024	SELL	$146.06 - $157.73 $66,895 - $72,240	-458 Reduced 4.83%	9,021 $1.42 Billion
Q1 2023 Dec 19, 2024	BUY	$136.97 - $147.45 $28,352 - $30,522	207 Added 2.23%	9,479 $1.4 Billion
Q4 2022 Dec 19, 2024	SELL	$128.56 - $153.48 $21,340 - $25,477	-166 Reduced 1.76%	9,272 $1.31 Billion
Q3 2022 Dec 19, 2024	BUY	$121.98 - $139.52 $1,951 - $2,232	16 Added 0.17%	9,438 $1.22 Billion
Q2 2022 Dec 19, 2024	SELL	$118.29 - $159.87 $2,720 - $3,677	-23 Reduced 0.24%	9,422 $1.15 Billion
Q1 2022 Dec 19, 2024	SELL	$133.53 - $149.87 $38,456 - $43,162	-288 Reduced 2.96%	9,445 $1.41 Billion
Q4 2021 Dec 19, 2024	SELL	$135.47 - $151.28 $41,589 - $46,442	-307 Reduced 3.06%	9,733 $1.41 Billion
Q3 2021 Dec 19, 2024	BUY	$139.32 - $151.45 $20,201 - $21,960	145 Added 1.47%	10,040 $1.4 Billion
Q2 2021 Dec 19, 2024	SELL	$135.17 - $142.42 $38,388 - $40,447	-284 Reduced 2.79%	9,895 $1.4 Billion
Q1 2021 Dec 19, 2024	SELL	$127.53 - $148.97 $119,113 - $139,137	-934 Reduced 8.4%	10,179 $1.38 Billion
Q4 2020 Dec 19, 2024	SELL	$138.75 - $152.79 $3,607 - $3,972	-26 Reduced 0.23%	11,113 $1.6 Billion
Q3 2020 Dec 19, 2024	BUY	$118.89 - $147.68 $20,449 - $25,400	172 Added 1.57%	11,139 $1.56 Billion
Q2 2020 Dec 19, 2024	SELL	$114.14 - $132.33 $158,540 - $183,806	-1,389 Reduced 11.24%	10,967 $1.31 Billion
Q1 2020 Dec 19, 2024	SELL	$104.05 - $122.58 $97,078 - $114,367	-933 Reduced 7.02%	12,356 $1.4 Billion
Q4 2019 Dec 13, 2024	BUY	$116.12 - $121.28 $1.54 Million - $1.61 Million	13,289 New	13,289 $1.58 Billion

Others Institutions Holding WMT

# of Institutions

4,252

Shares Held

2.73B

Call Options Held

56.8M

Put Options Held

74.5M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $264B
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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Independent Solutions Wealth Management, LLC Walmart Inc. Transaction History