A detailed history of Montis Financial, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Montis Financial, LLC holds 6,036 shares of WMT stock, worth $497,668. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,036
Previous 4,836 24.81%
Holding current value
$497,668
Previous $327,000 48.93%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 10, 2024

BUY
$66.91 - $81.4 $80,292 - $97,680
1,200 Added 24.81%
6,036 $487,000
Q2 2024

Aug 07, 2024

BUY
$58.85 - $68.9 $4,060 - $4,754
69 Added 1.45%
4,836 $327,000
Q1 2024

Apr 16, 2024

BUY
$58.61 - $175.86 $175,888 - $527,755
3,001 Added 169.93%
4,767 $286,000
Q3 2023

Oct 31, 2023

BUY
$153.49 - $165.25 $7,674 - $8,262
50 Added 2.91%
1,766 $282,000
Q4 2022

Feb 01, 2023

SELL
$128.56 - $153.48 $1,799 - $2,148
-14 Reduced 0.81%
1,716 $243,000
Q3 2021

Oct 26, 2021

SELL
$139.32 - $151.45 $44,025 - $47,858
-316 Reduced 15.44%
1,730 $235,000
Q2 2021

Jul 26, 2021

SELL
$135.17 - $142.42 $22,708 - $23,926
-168 Reduced 7.59%
2,046 $289,000
Q4 2020

Feb 10, 2021

BUY
$138.75 - $152.79 $307,192 - $338,277
2,214 New
2,214 $318,000

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 $224B
  • 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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