A detailed history of Soa Wealth Advisors, Llc. transactions in Walmart Inc. stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 9,052 shares of WMT stock, worth $746,337. This represents 0.14% of its overall portfolio holdings.

Number of Shares
9,052
Previous 8,688 4.19%
Holding current value
$746,337
Previous $588,000 24.15%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Oct 08, 2024

BUY
$66.91 - $81.4 $24,355 - $29,629
364 Added 4.19%
9,052 $730,000
Q2 2024

Jul 17, 2024

BUY
$58.85 - $68.9 $1,824 - $2,135
31 Added 0.36%
8,688 $588,000
Q1 2024

Apr 10, 2024

BUY
$58.61 - $175.86 $338,589 - $1.02 Million
5,777 Added 200.59%
8,657 $520,000
Q4 2023

Jan 10, 2024

SELL
$150.86 - $169.78 $9,353 - $10,526
-62 Reduced 2.11%
2,880 $454,000
Q3 2023

Oct 10, 2023

BUY
$153.49 - $165.25 $767 - $826
5 Added 0.17%
2,942 $470,000
Q2 2023

Jul 07, 2023

BUY
$146.06 - $157.73 $1,752 - $1,892
12 Added 0.41%
2,937 $461,000
Q1 2023

Apr 28, 2023

BUY
$136.97 - $147.45 $821 - $884
6 Added 0.21%
2,925 $431,000
Q3 2022

Oct 07, 2022

BUY
$121.98 - $139.52 $25,859 - $29,578
212 Added 7.83%
2,919 $378,000
Q2 2022

Jul 13, 2022

SELL
$118.29 - $159.87 $4,731 - $6,394
-40 Reduced 1.46%
2,707 $329,000
Q1 2022

Apr 07, 2022

SELL
$133.53 - $149.87 $11,082 - $12,439
-83 Reduced 2.93%
2,747 $409,000
Q4 2021

Jan 13, 2022

SELL
$135.47 - $151.28 $13,682 - $15,279
-101 Reduced 3.45%
2,830 $405,000
Q3 2021

Oct 12, 2021

BUY
$139.32 - $151.45 $696 - $757
5 Added 0.17%
2,931 $408,000
Q2 2021

Jul 14, 2021

BUY
$135.17 - $142.42 $6,217 - $6,551
46 Added 1.6%
2,926 $412,000
Q1 2021

Apr 26, 2021

BUY
$127.53 - $148.97 $34,688 - $40,519
272 Added 10.43%
2,880 $391,000
Q4 2020

Mar 10, 2021

BUY
$138.75 - $152.79 $361,860 - $398,476
2,608 New
2,608 $376,000

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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