A detailed history of Trail Ridge Investment Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Trail Ridge Investment Advisors, LLC holds 4,312 shares of WMT stock, worth $399,636. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,312
Previous 4,294 0.42%
Holding current value
$399,636
Previous $290,000 20.0%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 24, 2024

BUY
$66.91 - $81.4 $1,204 - $1,465
18 Added 0.42%
4,312 $348,000
Q2 2024

Aug 14, 2024

BUY
$58.85 - $68.9 $32,897 - $38,515
559 Added 14.97%
4,294 $290,000
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $218,908 - $656,837
3,735 New
3,735 $224,000
Q1 2023

May 12, 2023

SELL
$136.97 - $147.45 $7,670 - $8,257
-56 Reduced 2.48%
2,200 $324,000
Q3 2022

Nov 14, 2022

SELL
$121.98 - $139.52 $70,138 - $80,224
-575 Reduced 20.31%
2,256 $322,000
Q1 2022

May 16, 2022

SELL
$133.53 - $149.87 $3,605 - $4,046
-27 Reduced 0.94%
2,831 $421,000
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $387,173 - $432,358
2,858 New
2,858 $413,000

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 $252B
  • 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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