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 $558,330. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,036
Previous 4,836 24.81%
Holding current value
$558,330
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 $251B
  • 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 Montis Financial, LLC Portfolio

Follow Montis Financial, 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 Montis Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Montis Financial, LLC with notifications on news.