A detailed history of Nelson Capital Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Nelson Capital Management, LLC holds 5,666 shares of WMT stock, worth $512,433. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,666
Previous 5,616 0.89%
Holding current value
$512,433
Previous $380,000 20.26%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 04, 2024

BUY
$66.91 - $81.4 $3,345 - $4,070
50 Added 0.89%
5,666 $457,000
Q2 2024

Aug 07, 2024

SELL
$58.85 - $68.9 $18,008 - $21,083
-306 Reduced 5.17%
5,616 $380,000
Q1 2024

May 06, 2024

BUY
$58.61 - $175.86 $238,777 - $716,453
4,074 Added 220.45%
5,922 $356,000
Q4 2023

Jan 26, 2024

BUY
$150.86 - $169.78 $3,168 - $3,565
21 Added 1.15%
1,848 $291,000
Q3 2023

Nov 14, 2023

BUY
$153.49 - $165.25 $280,426 - $301,911
1,827 New
1,827 $292,000
Q4 2019

Feb 10, 2020

SELL
$116.12 - $121.28 $186,953 - $195,260
-1,610 Closed
0 $0
Q3 2019

Nov 08, 2019

BUY
$105.22 - $118.68 $10,522 - $11,868
100 Added 6.62%
1,610 $191,000
Q2 2019

Jul 25, 2019

BUY
$96.94 - $111.24 $22,005 - $25,251
227 Added 17.69%
1,510 $167,000
Q1 2019

May 09, 2019

SELL
$92.86 - $102.2 $19,686 - $21,666
-212 Reduced 14.18%
1,283 $125,000
Q3 2018

Oct 09, 2018

BUY
$84.0 - $98.64 $5,208 - $6,115
62 Added 4.33%
1,495 $140,000
Q2 2018

Jul 17, 2018

BUY
$82.4 - $88.46 $12,360 - $13,268
150 Added 11.69%
1,433 $123,000
Q1 2018

Apr 20, 2018

SELL
$85.42 - $109.55 $9,994 - $12,817
-117 Reduced 8.36%
1,283 $114,000
Q4 2017

Jan 26, 2018

BUY
$78.45 - $99.62 $10,198 - $12,950
130 Added 10.24%
1,400 $138,000
Q3 2017

Nov 02, 2017

BUY
$78.03 - $81.61 $2,106 - $2,203
27 Added 2.17%
1,270 $99,000
Q2 2017

Aug 11, 2017

BUY
N/A
1,243
1,243 $94,000

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 $245B
  • 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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