A detailed history of Insight Wealth Strategies, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 25,573 shares of WMT stock, worth $2.15 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
25,573
Previous 25,709 0.53%
Holding current value
$2.15 Million
Previous $1.74 Million 18.68%
% of portfolio
0.28%
Previous 0.25%

Shares

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

Oct 07, 2024

SELL
$66.91 - $81.4 $9,099 - $11,070
-136 Reduced 0.53%
25,573 $2.07 Million
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

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $229B
  • 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
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