A detailed history of Institutional & Family Asset Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 68,070 shares of WMT stock, worth $4.65 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
68,070
Previous 70,643 3.64%
Holding current value
$4.65 Million
Previous $4.25 Million 8.45%
% of portfolio
0.54%
Previous 0.52%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$58.85 - $68.9 $151,421 - $177,279
-2,573 Reduced 3.64%
68,070 $4.61 Million
Q1 2024

May 08, 2024

BUY
$58.61 - $175.86 $2.8 Million - $8.39 Million
47,706 Added 207.99%
70,643 $4.25 Million
Q4 2023

Feb 06, 2024

SELL
$150.86 - $169.78 $693,805 - $780,818
-4,599 Reduced 16.7%
22,937 $3.62 Million
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $10,744 - $11,567
70 Added 0.25%
27,536 $4.4 Million
Q2 2023

Aug 09, 2023

SELL
$146.06 - $157.73 $41,042 - $44,322
-281 Reduced 1.01%
27,466 $4.32 Million
Q1 2023

May 08, 2023

BUY
$136.97 - $147.45 $47,254 - $50,870
345 Added 1.26%
27,747 $4.09 Million
Q4 2022

Feb 08, 2023

BUY
$128.56 - $153.48 $30,854 - $36,835
240 Added 0.88%
27,402 $3.89 Million
Q3 2022

Nov 07, 2022

BUY
$121.98 - $139.52 $75,871 - $86,781
622 Added 2.34%
27,162 $3.52 Million
Q2 2022

Aug 08, 2022

BUY
$118.29 - $159.87 $149,163 - $201,596
1,261 Added 4.99%
26,540 $3.23 Million
Q1 2022

May 11, 2022

BUY
$133.53 - $149.87 $61,557 - $69,090
461 Added 1.86%
25,279 $3.77 Million
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $109,866 - $122,688
811 Added 3.38%
24,818 $3.59 Million
Q3 2021

Nov 10, 2021

SELL
$139.32 - $151.45 $47,368 - $51,492
-340 Reduced 1.4%
24,007 $3.35 Million
Q2 2021

Aug 10, 2021

BUY
$135.17 - $142.42 $550,952 - $580,503
4,076 Added 20.11%
24,347 $3.43 Million
Q1 2021

May 06, 2021

SELL
$127.53 - $148.97 $311,810 - $364,231
-2,445 Reduced 10.76%
20,271 $2.75 Million
Q4 2020

Feb 03, 2021

SELL
$138.75 - $152.79 $152,208 - $167,610
-1,097 Reduced 4.61%
22,716 $3.27 Million
Q3 2020

Oct 30, 2020

SELL
$118.89 - $147.68 $204,015 - $253,418
-1,716 Reduced 6.72%
23,813 $3.33 Million
Q2 2020

Aug 14, 2020

BUY
$114.14 - $132.33 $156,942 - $181,953
1,375 Added 5.69%
25,529 $3.06 Million
Q1 2020

May 14, 2020

SELL
$104.05 - $122.58 $368,753 - $434,423
-3,544 Reduced 12.8%
24,154 $2.74 Million
Q4 2019

Feb 14, 2020

SELL
$116.12 - $121.28 $404,445 - $422,418
-3,483 Reduced 11.17%
27,698 $3.29 Million
Q3 2019

Nov 14, 2019

SELL
$105.22 - $118.68 $162,038 - $182,767
-1,540 Reduced 4.71%
31,181 $3.7 Million
Q2 2019

Aug 14, 2019

SELL
$96.94 - $111.24 $133,971 - $153,733
-1,382 Reduced 4.05%
32,721 $3.62 Million
Q1 2019

May 13, 2019

SELL
$92.86 - $102.2 $40,394 - $44,457
-435 Reduced 1.26%
34,103 $3.33 Million
Q4 2018

Feb 14, 2019

SELL
$85.82 - $105.56 $608,034 - $747,892
-7,085 Reduced 17.02%
34,538 $3.22 Million
Q3 2018

Nov 13, 2018

SELL
$84.0 - $98.64 $3,864 - $4,537
-46 Reduced 0.11%
41,623 $3.91 Million
Q2 2018

Aug 13, 2018

BUY
$82.4 - $88.46 $282,384 - $303,152
3,427 Added 8.96%
41,669 $3.57 Million
Q1 2018

May 14, 2018

SELL
$85.42 - $109.55 $574,705 - $737,052
-6,728 Reduced 14.96%
38,242 $3.4 Million
Q4 2017

Feb 14, 2018

BUY
$78.45 - $99.62 $406,449 - $516,131
5,181 Added 13.02%
44,970 $4.44 Million
Q3 2017

Nov 14, 2017

BUY
$78.03 - $81.61 $95,820 - $100,217
1,228 Added 3.18%
39,789 $3.11 Million
Q2 2017

Aug 14, 2017

BUY
N/A
38,561
38,561 $2.92 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
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