A detailed history of Morris Retirement Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 15,277 shares of WMT stock, worth $1.41 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
15,277
Previous 15,212 0.43%
Holding current value
$1.41 Million
Previous $1.03 Million 19.71%
% of portfolio
0.69%
Previous 0.6%

Shares

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

Oct 03, 2024

BUY
$66.91 - $81.4 $4,349 - $5,291
65 Added 0.43%
15,277 $1.23 Million
Q2 2024

Aug 06, 2024

SELL
$58.85 - $68.9 $55,613 - $65,110
-945 Reduced 5.85%
15,212 $1.03 Million
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 $250B
  • 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 Morris Retirement Advisors, LLC Portfolio

Follow Morris Retirement Advisors, 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 Morris Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morris Retirement Advisors, LLC with notifications on news.