A detailed history of Soltis Investment Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Soltis Investment Advisors LLC holds 11,716 shares of WMT stock, worth $1.06 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,716
Previous 8,885 31.86%
Holding current value
$1.06 Million
Previous $601,000 57.4%
% of portfolio
0.09%
Previous 0.06%

Shares

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

Nov 18, 2024

BUY
$66.91 - $81.4 $189,422 - $230,443
2,831 Added 31.86%
11,716 $946,000
Q2 2024

Aug 12, 2024

BUY
$58.85 - $68.9 $234,164 - $274,153
3,979 Added 81.1%
8,885 $601,000
Q1 2024

Apr 29, 2024

BUY
$58.61 - $175.86 $287,540 - $862,769
4,906 New
4,906 $295,000
Q3 2023

Nov 08, 2023

BUY
$153.49 - $165.25 $200,764 - $216,147
1,308 New
1,308 $209,000
Q1 2022

May 06, 2022

SELL
$133.53 - $149.87 $598,614 - $671,867
-4,483 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$135.47 - $151.28 $25,197 - $28,138
-186 Reduced 3.98%
4,483 $649,000
Q3 2021

Nov 09, 2021

BUY
$139.32 - $151.45 $3,204 - $3,483
23 Added 0.5%
4,669 $651,000
Q2 2021

Aug 04, 2021

BUY
$135.17 - $142.42 $412,809 - $434,950
3,054 Added 191.83%
4,646 $655,000
Q1 2021

May 11, 2021

SELL
$127.53 - $148.97 $637 - $744
-5 Reduced 0.31%
1,592 $216,000
Q4 2020

Feb 10, 2021

BUY
$138.75 - $152.79 $221,583 - $244,005
1,597 New
1,597 $230,000
Q1 2020

May 07, 2020

SELL
$104.05 - $122.58 $204,666 - $241,114
-1,967 Closed
0 $0
Q4 2019

Feb 12, 2020

BUY
$116.12 - $121.28 $228,408 - $238,557
1,967 New
1,967 $234,000

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 $245B
  • 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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