A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Walmart Inc. stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 5,495 shares of WMT stock, worth $384,869. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,495
Previous 1,616 240.04%
Holding current value
$384,869
Previous $254,000 29.92%
% of portfolio
0.08%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $227,348 - $682,160
3,879 Added 240.04%
5,495 $330,000
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $197,119 - $225,464
1,616 New
1,616 $210,000
Q2 2022

Aug 05, 2022

SELL
$118.29 - $159.87 $191,156 - $258,349
-1,616 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$133.53 - $149.87 $28,308 - $31,772
212 Added 15.1%
1,616 $241,000
Q4 2021

Mar 08, 2022

SELL
$135.47 - $151.28 $10,973 - $12,253
-81 Reduced 5.45%
1,404 $203,000
Q3 2021

Nov 30, 2021

BUY
$139.32 - $151.45 $2,507 - $2,726
18 Added 1.23%
1,485 $207,000
Q2 2021

Aug 13, 2021

BUY
$135.17 - $142.42 $198,294 - $208,930
1,467 New
1,467 $207,000
Q1 2021

May 17, 2021

SELL
$127.53 - $148.97 $194,865 - $227,626
-1,528 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$118.89 - $147.68 $181,663 - $225,655
1,528 New
1,528 $214,000

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 $190B
  • 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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