A detailed history of Pinnacle Family Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 5,434 shares of WMT stock, worth $513,784. This represents 0.26% of its overall portfolio holdings.

Number of Shares
5,434
Previous 4,630 17.37%
Holding current value
$513,784
Previous $313,000 39.94%
% of portfolio
0.26%
Previous 0.19%

Shares

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

Nov 14, 2024

BUY
$66.91 - $81.4 $53,795 - $65,445
804 Added 17.37%
5,434 $438,000
Q2 2024

Aug 14, 2024

SELL
$58.85 - $68.9 $74,445 - $87,158
-1,265 Reduced 21.46%
4,630 $313,000
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $245,575 - $736,853
4,190 Added 245.75%
5,895 $354,000
Q4 2023

Feb 14, 2024

SELL
$150.86 - $169.78 $13,124 - $14,770
-87 Reduced 4.85%
1,705 $268,000
Q3 2023

Nov 14, 2023

SELL
$153.49 - $165.25 $33,000 - $35,528
-215 Reduced 10.71%
1,792 $286,000
Q2 2023

Aug 14, 2023

BUY
$146.06 - $157.73 $12,415 - $13,407
85 Added 4.42%
2,007 $315,000
Q1 2023

May 15, 2023

SELL
$136.97 - $147.45 $56,842 - $61,191
-415 Reduced 17.76%
1,922 $283,000
Q4 2022

Feb 10, 2023

BUY
$128.56 - $153.48 $27,511 - $32,844
214 Added 10.08%
2,337 $331,000
Q3 2022

Nov 14, 2022

SELL
$121.98 - $139.52 $9,880 - $11,301
-81 Reduced 3.68%
2,123 $275,000
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $2,957 - $3,996
-25 Reduced 1.12%
2,204 $268,000
Q1 2022

May 16, 2022

BUY
$133.53 - $149.87 $10,949 - $12,289
82 Added 3.82%
2,229 $332,000
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $31,835 - $35,550
235 Added 12.29%
2,147 $311,000
Q3 2021

Nov 12, 2021

SELL
$139.32 - $151.45 $70,217 - $76,330
-504 Reduced 20.86%
1,912 $267,000
Q2 2021

Aug 16, 2021

SELL
$135.17 - $142.42 $143,685 - $151,392
-1,063 Reduced 30.55%
2,416 $341,000
Q1 2021

May 14, 2021

SELL
$127.53 - $148.97 $330,685 - $386,279
-2,593 Reduced 42.7%
3,479 $472,000
Q4 2020

Feb 16, 2021

BUY
$138.75 - $152.79 $556,665 - $612,993
4,012 Added 194.76%
6,072 $875,000
Q3 2020

Nov 16, 2020

SELL
$118.89 - $147.68 $1,545 - $1,919
-13 Reduced 0.63%
2,060 $288,000
Q2 2020

Aug 12, 2020

SELL
$114.14 - $132.33 $208,191 - $241,369
-1,824 Reduced 46.81%
2,073 $248,000
Q1 2020

May 13, 2020

BUY
$104.05 - $122.58 $3,849 - $4,535
37 Added 0.96%
3,897 $446,000
Q4 2019

Feb 14, 2020

SELL
$116.12 - $121.28 $696 - $727
-6 Reduced 0.16%
3,860 $459,000
Q3 2019

Nov 14, 2019

SELL
$105.22 - $118.68 $3,577 - $4,035
-34 Reduced 0.87%
3,866 $459,000
Q2 2019

Aug 14, 2019

SELL
$96.94 - $111.24 $91,220 - $104,676
-941 Reduced 19.44%
3,900 $431,000
Q1 2019

May 15, 2019

BUY
$92.86 - $102.2 $51,073 - $56,210
550 Added 12.82%
4,841 $472,000
Q4 2018

Feb 14, 2019

SELL
$85.82 - $105.56 $11,414 - $14,039
-133 Reduced 3.01%
4,291 $400,000
Q3 2018

Nov 14, 2018

SELL
$84.0 - $98.64 $86,268 - $101,303
-1,027 Reduced 18.84%
4,424 $415,000
Q2 2018

Aug 14, 2018

BUY
$82.4 - $88.46 $233,768 - $250,961
2,837 Added 108.53%
5,451 $467,000
Q1 2018

May 15, 2018

BUY
$85.42 - $109.55 $223,287 - $286,363
2,614 New
2,614 $233,000

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 $257B
  • 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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