A detailed history of Morris Retirement Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 16,157 shares of WMT stock, worth $1.13 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
16,157
Previous 4,699 243.84%
Holding current value
$1.13 Million
Previous $740,000 31.35%
% of portfolio
0.58%
Previous 0.49%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$58.61 - $175.86 $671,553 - $2.02 Million
11,458 Added 243.84%
16,157 $972,000
Q4 2023

Feb 12, 2024

SELL
$150.86 - $169.78 $222,065 - $249,916
-1,472 Reduced 23.85%
4,699 $740,000
Q3 2023

Nov 08, 2023

BUY
$153.49 - $165.25 $279,505 - $300,920
1,821 Added 41.86%
6,171 $986,000
Q1 2023

Apr 13, 2023

SELL
$136.97 - $147.45 $136 - $147
-1 Reduced 0.02%
4,350 $641,000
Q3 2022

Oct 14, 2022

BUY
$121.98 - $139.52 $530,734 - $607,051
4,351 New
4,351 $563,000
Q2 2021

Jul 29, 2021

SELL
$135.17 - $142.42 $730,729 - $769,922
-5,406 Closed
0 $0
Q1 2021

May 04, 2021

BUY
$127.53 - $148.97 $22,955 - $26,814
180 Added 3.44%
5,406 $734,000
Q4 2020

Feb 01, 2021

BUY
$138.75 - $152.79 $725,107 - $798,480
5,226 New
5,226 $753,000

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 $189B
  • 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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