Liberty Wealth Management LLC Walmart Inc. Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Liberty Wealth Management LLC holds 6,465 shares of WMT stock, worth $590,319. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,465

Previous 54,238 88.08%

Holding current value

$590,319

Previous $346,000 50.87%

% of portfolio

0.09%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$66.91 - $81.4 $3.2 Million - $3.89 Million	-47,773 Reduced 88.08%	6,465 $522,000
Q2 2024 Aug 06, 2024	BUY	$58.85 - $68.9 $2.93 Million - $3.43 Million	49,753 Added 1109.32%	54,238 $346,000
Q1 2024 May 02, 2024	BUY	$58.61 - $175.86 $262,865 - $788,732	4,485 New	4,485 $270,000
Q2 2023 Aug 10, 2023	SELL	$146.06 - $157.73 $1.1 Million - $1.18 Million	-7,503 Reduced 84.65%	1,361 $213,000
Q1 2023 May 03, 2023	BUY	$136.97 - $147.45 $1.21 Million - $1.31 Million	8,864 New	8,864 $1.31 Million
Q4 2021 Feb 15, 2022	SELL	$135.47 - $151.28 $107,698 - $120,267	-795 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$139.32 - $151.45 $5,294 - $5,755	38 Added 5.02%	795 $112,000
Q2 2021 Aug 13, 2021	BUY	$135.17 - $142.42 $14.3 Million - $15.1 Million	106,040 Added 13971.01%	106,799 $757,000
Q2 2021 Aug 13, 2021	SELL	$135.17 - $142.42 $14.3 Million - $15.1 Million	-106,042 Reduced 99.29%	757 $107,000
Q4 2020 Feb 09, 2021	SELL	$138.75 - $152.79 $18,870 - $20,779	-136 Reduced 15.2%	759 $105,000
Q3 2020 Nov 05, 2020	SELL	$118.89 - $147.68 $475 - $590	-4 Reduced 0.44%	895 $125,000
Q2 2020 Aug 04, 2020	BUY	$114.14 - $132.33 $4,451 - $5,160	39 Added 4.53%	899 $108,000
Q1 2020 Apr 27, 2020	SELL	$104.05 - $122.58 $6,347 - $7,477	-61 Reduced 6.62%	860 $98,000
Q4 2019 Feb 05, 2020	SELL	$116.12 - $121.28 $10,683 - $11,157	-92 Reduced 9.08%	921 $109,000
Q3 2019 Oct 30, 2019	BUY	$105.22 - $118.68 $19,676 - $22,193	187 Added 22.64%	1,013 $120,000
Q2 2019 Jul 30, 2019	BUY	$96.94 - $111.24 $678 - $778	7 Added 0.85%	826 $91,000
Q1 2019 Apr 18, 2019	BUY	$92.86 - $102.2 $371 - $408	4 Added 0.49%	819 $79,000
Q4 2018 Mar 26, 2019	BUY	$85.82 - $105.56 $69,943 - $86,031	815 New	815 $76,000

Others Institutions Holding WMT

# of Institutions

3,793

Shares Held

2.63B

Call Options Held

50.2M

Put Options Held

43.1M

View Full List

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...

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Liberty Wealth Management LLC Walmart Inc. Transaction History