A detailed history of Optimum Investment Advisors transactions in Walmart Inc. stock. As of the latest transaction made, Optimum Investment Advisors holds 29,037 shares of WMT stock, worth $2.39 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
29,037
Previous 30,687 5.38%
Holding current value
$2.39 Million
Previous $2.08 Million 12.86%
% of portfolio
1.03%
Previous 0.94%

Shares

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

Oct 16, 2024

SELL
$66.91 - $81.4 $110,401 - $134,310
-1,650 Reduced 5.38%
29,037 $2.34 Million
Q2 2024

Jul 12, 2024

SELL
$58.85 - $68.9 $75,563 - $88,467
-1,284 Reduced 4.02%
30,687 $2.08 Million
Q1 2024

Apr 11, 2024

BUY
$58.61 - $175.86 $1.26 Million - $3.77 Million
21,465 Added 204.31%
31,971 $1.92 Million
Q4 2023

Jan 08, 2024

SELL
$150.86 - $169.78 $150 - $169
-1 Reduced 0.01%
10,506 $1.66 Million
Q3 2023

Oct 13, 2023

SELL
$153.49 - $165.25 $97,312 - $104,768
-634 Reduced 5.69%
10,507 $1.68 Million
Q2 2023

Aug 03, 2023

BUY
$146.06 - $157.73 $146 - $157
1 Added 0.01%
11,141 $1.75 Million
Q4 2022

Jan 05, 2023

SELL
$128.56 - $153.48 $205,696 - $245,567
-1,600 Reduced 12.56%
11,140 $0
Q3 2022

Oct 24, 2022

SELL
$121.98 - $139.52 $92,704 - $106,035
-760 Reduced 5.63%
12,740 $1.65 Million
Q1 2022

Apr 08, 2022

SELL
$133.53 - $149.87 $93,337 - $104,759
-699 Reduced 4.92%
13,500 $2.01 Million
Q4 2021

Mar 17, 2022

SELL
$135.47 - $151.28 $25,739 - $28,743
-190 Reduced 1.32%
14,199 $2.05 Million
Q3 2021

Oct 22, 2021

SELL
$139.32 - $151.45 $101,564 - $110,407
-729 Reduced 4.82%
14,389 $2.01 Million
Q3 2021

Oct 12, 2021

SELL
$139.32 - $151.45 $17,415 - $18,931
-125 Reduced 0.82%
15,118 $2.13 Million
Q2 2021

Aug 02, 2021

SELL
$135.17 - $142.42 $181,262 - $190,985
-1,341 Reduced 8.09%
15,243 $2.15 Million
Q1 2021

Apr 15, 2021

SELL
$127.53 - $148.97 $142,068 - $165,952
-1,114 Reduced 6.29%
16,584 $2.25 Million
Q4 2020

Jan 21, 2021

BUY
$138.75 - $152.79 $18,731 - $20,626
135 Added 0.77%
17,698 $2.55 Million
Q3 2020

Oct 06, 2020

SELL
$118.89 - $147.68 $156,221 - $194,051
-1,314 Reduced 6.96%
17,563 $2.46 Million
Q2 2020

Jul 16, 2020

SELL
$114.14 - $132.33 $13,354 - $15,482
-117 Reduced 0.62%
18,877 $2.26 Million
Q1 2020

Apr 21, 2020

SELL
$104.05 - $122.58 $10,196 - $12,012
-98 Reduced 0.51%
18,994 $2.16 Million
Q4 2019

Jan 22, 2020

BUY
$116.12 - $121.28 $23,224 - $24,256
200 Added 1.06%
19,092 $2.27 Million
Q3 2019

Oct 17, 2019

BUY
$105.22 - $118.68 $115,847 - $130,666
1,101 Added 6.19%
18,892 $2.24 Million
Q2 2019

Jul 29, 2019

SELL
$96.94 - $111.24 $146,767 - $168,417
-1,514 Reduced 7.84%
17,791 $1.97 Million
Q1 2019

May 03, 2019

SELL
$92.86 - $102.2 $12,628 - $13,899
-136 Reduced 0.7%
19,305 $1.88 Million
Q4 2018

Feb 04, 2019

SELL
$85.82 - $105.56 $25,745 - $31,668
-300 Reduced 1.52%
19,441 $1.81 Million
Q3 2018

Oct 05, 2018

SELL
$84.0 - $98.64 $33,432 - $39,258
-398 Reduced 1.98%
19,741 $1.85 Million
Q2 2018

Oct 05, 2018

SELL
$82.4 - $88.46 $33,619 - $36,091
-408 Reduced 1.99%
20,139 $1.73 Million
Q1 2018

May 09, 2018

BUY
$85.42 - $109.55 $59,879 - $76,794
701 Added 3.53%
20,547 $1.83 Million
Q4 2017

Jan 16, 2018

BUY
$78.45 - $99.62 $7,845 - $9,962
100 Added 0.51%
19,846 $1.96 Million
Q3 2017

Nov 21, 2017

BUY
$78.03 - $81.61 $158,556 - $165,831
2,032 Added 11.47%
19,746 $1.54 Million
Q2 2017

Aug 14, 2017

BUY
N/A
17,714
17,714 $1.34 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 $224B
  • 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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