A detailed history of Perennial Investment Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 15,202 shares of WMT stock, worth $1.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
15,202
Previous 14,562 4.4%
Holding current value
$1.25 Million
Previous $876,000 17.47%
% of portfolio
0.15%
Previous 0.13%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$58.85 - $68.9 $37,664 - $44,096
640 Added 4.4%
15,202 $1.03 Million
Q1 2024

May 14, 2024

BUY
$58.61 - $175.86 $570,861 - $1.71 Million
9,740 Added 201.99%
14,562 $876,000
Q4 2023

Feb 14, 2024

SELL
$150.86 - $169.78 $23,383 - $26,315
-155 Reduced 3.11%
4,822 $760,000
Q3 2023

Nov 14, 2023

BUY
$153.49 - $165.25 $20,874 - $22,474
136 Added 2.81%
4,977 $795,000
Q2 2023

Aug 14, 2023

SELL
$146.06 - $157.73 $98,298 - $106,152
-673 Reduced 12.21%
4,841 $760,000
Q1 2023

May 11, 2023

BUY
$136.97 - $147.45 $12,875 - $13,860
94 Added 1.73%
5,514 $813,000
Q4 2022

Feb 09, 2023

BUY
$128.56 - $153.48 $3,214 - $3,836
25 Added 0.46%
5,420 $768,000
Q3 2022

Nov 09, 2022

SELL
$121.98 - $139.52 $111,245 - $127,242
-912 Reduced 14.46%
5,395 $700,000
Q2 2022

Aug 10, 2022

BUY
$118.29 - $159.87 $15,969 - $21,582
135 Added 2.19%
6,307 $765,000
Q1 2022

May 09, 2022

SELL
$133.53 - $149.87 $25,637 - $28,775
-192 Reduced 3.02%
6,172 $918,000
Q4 2021

Feb 14, 2022

SELL
$135.47 - $151.28 $7,450 - $8,320
-55 Reduced 0.86%
6,364 $921,000
Q3 2021

Nov 12, 2021

BUY
$139.32 - $151.45 $62,833 - $68,303
451 Added 7.56%
6,419 $895,000
Q2 2021

Jul 29, 2021

BUY
$135.17 - $142.42 $69,342 - $73,061
513 Added 9.4%
5,968 $842,000
Q1 2021

Apr 29, 2021

SELL
$127.53 - $148.97 $12,753 - $14,897
-100 Reduced 1.8%
5,455 $741,000
Q4 2020

Jan 22, 2021

BUY
$138.75 - $152.79 $76,312 - $84,034
550 Added 10.99%
5,555 $801,000
Q3 2020

Oct 26, 2020

BUY
$118.89 - $147.68 $328,493 - $408,039
2,763 Added 123.24%
5,005 $699,000
Q2 2020

Jul 16, 2020

SELL
$114.14 - $132.33 $4,679 - $5,425
-41 Reduced 1.8%
2,242 $269,000
Q1 2020

Apr 29, 2020

BUY
$104.05 - $122.58 $15,919 - $18,754
153 Added 7.18%
2,283 $260,000
Q4 2019

Feb 07, 2020

BUY
$116.12 - $121.28 $247,335 - $258,326
2,130 New
2,130 $253,000

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 $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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