Insight Wealth Strategies, LLC Walmart Inc. Transaction History

Insight Wealth Strategies, LLC

$699 Million
Q2 2024

A detailed history of Insight Wealth Strategies, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 25,709 shares of WMT stock, worth $2.08 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

25,709

Previous 25,442 1.05%

Holding current value

$2.08 Million

Previous $1.53 Million 13.73%

% of portfolio

0.25%

Previous 0.23%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 08, 2024	BUY	$58.85 - $68.9 $15,712 - $18,396	267 Added 1.05%	25,709 $1.74 Million
Q1 2024 Apr 05, 2024	BUY	$58.61 - $175.86 $970,229 - $2.91 Million	16,554 Added 186.25%	25,442 $1.53 Million
Q4 2023 Jan 12, 2024	BUY	$150.86 - $169.78 $26,853 - $30,220	178 Added 2.04%	8,888 $1.4 Million
Q3 2023 Oct 13, 2023	BUY	$153.49 - $165.25 $84,879 - $91,383	553 Added 6.78%	8,710 $1.39 Million
Q2 2023 Jul 14, 2023	BUY	$146.06 - $157.73 $12,999 - $14,037	89 Added 1.1%	8,157 $1.28 Million
Q1 2023 Apr 06, 2023	SELL	$136.97 - $147.45 $4,656 - $5,013	-34 Reduced 0.42%	8,068 $1.19 Million
Q4 2022 Jan 06, 2023	BUY	$128.56 - $153.48 $23,526 - $28,086	183 Added 2.31%	8,102 $0
Q2 2022 Jul 01, 2022	BUY	$118.29 - $159.87 $68,608 - $92,724	580 Added 7.9%	7,919 $963,000
Q1 2022 Apr 12, 2022	BUY	$133.53 - $149.87 $141,408 - $158,712	1,059 Added 16.86%	7,339 $1.09 Million
Q4 2021 Jan 31, 2022	BUY	$135.47 - $151.28 $125,174 - $139,782	924 Added 17.25%	6,280 $909,000
Q3 2021 Oct 28, 2021	BUY	$139.32 - $151.45 $49,319 - $53,613	354 Added 7.08%	5,356 $747,000
Q2 2021 Aug 12, 2021	SELL	$135.17 - $142.42 $509,590 - $536,923	-3,770 Reduced 42.98%	5,002 $705,000
Q1 2021 May 12, 2021	BUY	$127.53 - $148.97 $331,960 - $387,768	2,603 Added 42.19%	8,772 $1.19 Million
Q4 2020 Feb 05, 2021	BUY	$138.75 - $152.79 $19,841 - $21,848	143 Added 2.37%	6,169 $889,000
Q3 2020 Oct 29, 2020	BUY	$118.89 - $147.68 $104,266 - $129,515	877 Added 17.03%	6,026 $843,000
Q2 2020 Jul 31, 2020	BUY	$114.14 - $132.33 $110,829 - $128,492	971 Added 23.24%	5,149 $617,000
Q1 2020 Apr 21, 2020	SELL	$104.05 - $122.58 $73,563 - $86,664	-707 Reduced 14.47%	4,178 $475,000
Q4 2019 Feb 21, 2020	BUY	$116.12 - $121.28 $16,024 - $16,736	138 Added 2.91%	4,885 $581,000
Q3 2019 Nov 06, 2019	BUY	$105.22 - $118.68 $29,777 - $33,586	283 Added 6.34%	4,747 $563,000
Q2 2019 Aug 06, 2019	BUY	$96.94 - $111.24 $4,943 - $5,673	51 Added 1.16%	4,464 $493,000
Q1 2019 Apr 24, 2019	BUY	$92.86 - $102.2 $409,791 - $451,008	4,413 New	4,413 $430,000

Others Institutions Holding WMT

# of Institutions

3,600

Shares Held

2.71B

Call Options Held

37.4M

Put Options Held

36M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $220B
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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Insight Wealth Strategies, LLC Walmart Inc. Transaction History