A detailed history of Nvest Financial, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Nvest Financial, LLC holds 69,576 shares of WMT stock, worth $6.29 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
69,576
Previous 69,887 0.45%
Holding current value
$6.29 Million
Previous $4.73 Million 18.72%
% of portfolio
3.32%
Previous 3.0%

Shares

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

Oct 09, 2024

SELL
$66.91 - $81.4 $20,809 - $25,315
-311 Reduced 0.45%
69,576 $5.62 Million
Q2 2024

Jul 19, 2024

SELL
$58.85 - $68.9 $172,312 - $201,739
-2,928 Reduced 4.02%
69,887 $4.73 Million
Q1 2024

Apr 18, 2024

BUY
$58.61 - $175.86 $2.89 Million - $8.68 Million
49,362 Added 210.47%
72,815 $4.38 Million
Q4 2023

Jan 22, 2024

SELL
$150.86 - $169.78 $83,274 - $93,718
-552 Reduced 2.3%
23,453 $3.7 Million
Q3 2023

Oct 13, 2023

BUY
$153.49 - $165.25 $33,153 - $35,694
216 Added 0.91%
24,005 $3.84 Million
Q2 2023

Jul 20, 2023

BUY
$146.06 - $157.73 $252,829 - $273,030
1,731 Added 7.85%
23,789 $3.74 Million
Q1 2023

Apr 14, 2023

BUY
$136.97 - $147.45 $99,714 - $107,343
728 Added 3.41%
22,058 $3.25 Million
Q4 2022

Jan 19, 2023

BUY
$128.56 - $153.48 $8,870 - $10,590
69 Added 0.32%
21,330 $0
Q3 2022

Oct 13, 2022

SELL
$121.98 - $139.52 $61,233 - $70,039
-502 Reduced 2.31%
21,261 $2.76 Million
Q2 2022

Jul 13, 2022

BUY
$118.29 - $159.87 $9,463 - $12,789
80 Added 0.37%
21,763 $2.65 Million
Q1 2022

Apr 26, 2022

BUY
$133.53 - $149.87 $2.9 Million - $3.25 Million
21,683 New
21,683 $3.23 Million

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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