A detailed history of Institute For Wealth Management, Llc. transactions in Walmart Inc. stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,217 shares of WMT stock, worth $1.94 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
21,217
Previous 21,555 1.57%
Holding current value
$1.94 Million
Previous $1.46 Million 17.41%
% of portfolio
0.22%
Previous 0.2%

Shares

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

Nov 12, 2024

SELL
$66.91 - $81.4 $22,615 - $27,513
-338 Reduced 1.57%
21,217 $1.71 Million
Q2 2024

Jul 25, 2024

BUY
$58.85 - $68.9 $124,703 - $145,999
2,119 Added 10.9%
21,555 $1.46 Million
Q1 2024

Apr 30, 2024

BUY
$58.61 - $175.86 $779,923 - $2.34 Million
13,307 Added 217.12%
19,436 $1.17 Million
Q4 2023

Jan 31, 2024

SELL
$150.86 - $169.78 $3,771 - $4,244
-25 Reduced 0.41%
6,129 $966,000
Q3 2023

Oct 13, 2023

BUY
$153.49 - $165.25 $613 - $661
4 Added 0.07%
6,154 $984,000
Q2 2023

Jul 25, 2023

SELL
$146.06 - $157.73 $17,673 - $19,085
-121 Reduced 1.93%
6,150 $966,000
Q1 2023

Apr 20, 2023

BUY
$136.97 - $147.45 $5,341 - $5,750
39 Added 0.63%
6,271 $924,000
Q4 2022

Feb 02, 2023

BUY
$128.56 - $153.48 $7,970 - $9,515
62 Added 1.0%
6,232 $883,000
Q3 2022

Oct 18, 2022

BUY
$121.98 - $139.52 $36,106 - $41,297
296 Added 5.04%
6,170 $800,000
Q2 2022

Jul 25, 2022

SELL
$118.29 - $159.87 $195,296 - $263,945
-1,651 Reduced 21.94%
5,874 $714,000
Q1 2022

Apr 29, 2022

BUY
$133.53 - $149.87 $1,201 - $1,348
9 Added 0.12%
7,525 $1.12 Million
Q4 2021

Jan 21, 2022

BUY
$135.47 - $151.28 $541 - $605
4 Added 0.05%
7,516 $1.09 Million
Q3 2021

Nov 15, 2021

BUY
$139.32 - $151.45 $835 - $908
6 Added 0.08%
7,512 $1.05 Million
Q2 2021

Jul 21, 2021

BUY
$135.17 - $142.42 $24,060 - $25,350
178 Added 2.43%
7,506 $1.06 Million
Q1 2021

May 04, 2021

BUY
$127.53 - $148.97 $169,742 - $198,279
1,331 Added 22.19%
7,328 $995,000
Q4 2020

Feb 01, 2021

BUY
$138.75 - $152.79 $217,005 - $238,963
1,564 Added 35.28%
5,997 $864,000
Q3 2020

Nov 03, 2020

BUY
$118.89 - $147.68 $4,280 - $5,316
36 Added 0.82%
4,433 $620,000
Q2 2020

Jul 30, 2020

BUY
$114.14 - $132.33 $6,734 - $7,807
59 Added 1.36%
4,397 $527,000
Q1 2020

Apr 29, 2020

SELL
$104.05 - $122.58 $416 - $490
-4 Reduced 0.09%
4,338 $493,000
Q4 2019

Feb 27, 2020

BUY
$116.12 - $121.28 $444,275 - $464,017
3,826 Added 741.47%
4,342 $516,000
Q4 2019

Jan 27, 2020

SELL
$116.12 - $121.28 $439,165 - $458,680
-3,782 Reduced 87.99%
516 $516,000
Q3 2019

Oct 28, 2019

SELL
$105.22 - $118.68 $142,362 - $160,574
-1,353 Reduced 23.94%
4,298 $510,000
Q2 2019

Aug 02, 2019

BUY
$96.94 - $111.24 $387 - $444
4 Added 0.07%
5,651 $624,000
Q1 2019

May 15, 2019

BUY
$92.86 - $102.2 $524,380 - $577,123
5,647 New
5,647 $551,000
Q1 2018

May 15, 2018

SELL
$85.42 - $109.55 $424,366 - $544,244
-4,968 Closed
0 $0
Q4 2017

Feb 12, 2018

BUY
$78.45 - $99.62 $389,739 - $494,912
4,968 New
4,968 $498,000
Q3 2017

Nov 14, 2017

SELL
$78.03 - $81.61 $452,964 - $473,746
-5,805 Closed
0 $0
Q2 2017

Aug 14, 2017

BUY
N/A
5,805
5,805 $442,000

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 Institute For Wealth Management, Llc. Portfolio

Follow Institute For 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 Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.