A detailed history of Oak Family Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Oak Family Advisors, LLC holds 106,977 shares of WMT stock, worth $9.33 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares
106,977
Previous 114,045 6.2%
Holding current value
$9.33 Million
Previous $7.72 Million 11.88%
% of portfolio
2.72%
Previous 2.7%

Shares

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

Oct 17, 2024

SELL
$66.91 - $81.4 $472,919 - $575,335
-7,068 Reduced 6.2%
106,977 $8.64 Million
Q2 2024

Jul 23, 2024

BUY
$58.85 - $68.9 $72,326 - $84,678
1,229 Added 1.09%
114,045 $7.72 Million
Q1 2024

Apr 24, 2024

BUY
$58.61 - $175.86 $4.42 Million - $13.3 Million
75,383 Added 201.38%
112,816 $6.79 Million
Q4 2023

Jan 30, 2024

BUY
$150.86 - $169.78 $567,233 - $638,372
3,760 Added 11.17%
37,433 $5.9 Million
Q3 2023

Oct 20, 2023

BUY
$153.49 - $165.25 $3.94 Million - $4.24 Million
25,684 Added 321.49%
33,673 $5.39 Million
Q2 2023

Aug 02, 2023

SELL
$146.06 - $157.73 $151,902 - $164,039
-1,040 Reduced 11.52%
7,989 $1.26 Million
Q1 2023

May 01, 2023

SELL
$136.97 - $147.45 $37,529 - $40,401
-274 Reduced 2.95%
9,029 $1.33 Million
Q4 2022

Jan 27, 2023

SELL
$128.56 - $153.48 $5,399 - $6,446
-42 Reduced 0.45%
9,303 $0
Q3 2022

Nov 10, 2022

BUY
$121.98 - $139.52 $204,438 - $233,835
1,676 Added 21.85%
9,345 $1.21 Million
Q2 2022

Jul 29, 2022

BUY
$118.29 - $159.87 $66,833 - $90,326
565 Added 7.95%
7,669 $932,000
Q1 2022

May 03, 2022

BUY
$133.53 - $149.87 $11,750 - $13,188
88 Added 1.25%
7,104 $1.06 Million
Q4 2021

Feb 02, 2022

BUY
$135.47 - $151.28 $100,654 - $112,401
743 Added 11.84%
7,016 $1.02 Million
Q3 2021

Nov 10, 2021

BUY
$139.32 - $151.45 $5,572 - $6,058
40 Added 0.64%
6,273 $874,000
Q2 2021

Jul 29, 2021

BUY
$135.17 - $142.42 $28,656 - $30,193
212 Added 3.52%
6,233 $879,000
Q1 2021

May 05, 2021

BUY
$127.53 - $148.97 $69,121 - $80,741
542 Added 9.89%
6,021 $817,000
Q4 2020

Feb 12, 2021

BUY
$138.75 - $152.79 $760,211 - $837,136
5,479 New
5,479 $789,000

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 $237B
  • 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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