A detailed history of Optivise Advisory Services LLC transactions in Walmart Inc. stock. As of the latest transaction made, Optivise Advisory Services LLC holds 4,939 shares of WMT stock, worth $502,987. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,939
Previous 4,598 7.42%
Holding current value
$502,987
Previous $404 Million 19.63%
% of portfolio
0.25%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025

BUY
$81.79 - $99.98 $27,890 - $34,093
341 Added 7.42%
4,939 $483 Million
Q1 2025

Apr 18, 2025

SELL
$84.5 - $105.05 $123,708 - $153,793
-1,464 Reduced 24.15%
4,598 $404 Million
Q4 2024

Feb 13, 2025

BUY
$79.1 - $95.7 $22,306 - $26,987
282 Added 4.88%
6,062 $548 Million
Q3 2024

Nov 12, 2024

BUY
$66.91 - $81.4 $386,739 - $470,492
5,780 New
5,780 $467 Million
Q2 2024

Nov 14, 2024

BUY
$58.85 - $68.9 $62,910 - $73,654
1,069 Added 18.49%
6,849 $464 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 $276B
  • 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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