A detailed history of Tria Gen Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 4,350 shares of WMT stock, worth $286,056. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,350
Previous 1,450 200.0%
Holding current value
$286,056
Previous $228,000 14.47%
% of portfolio
0.12%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$58.61 - $175.86 $169,969 - $509,994
2,900 Added 200.0%
4,350 $261,000
Q4 2023

Jan 22, 2024

BUY
$150.86 - $169.78 $4,073 - $4,584
27 Added 1.9%
1,450 $228,000
Q1 2023

Apr 24, 2023

BUY
$136.97 - $147.45 $194,908 - $209,821
1,423 New
1,423 $209,000
Q2 2022

Jul 29, 2022

SELL
$118.29 - $159.87 $166,434 - $224,937
-1,407 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$135.47 - $151.28 $190,606 - $212,850
1,407 New
1,407 $204,000
Q3 2021

Nov 10, 2021

SELL
$139.32 - $151.45 $196,023 - $213,090
-1,407 Closed
0 $0
Q2 2021

Aug 02, 2021

BUY
$135.17 - $142.42 $190,184 - $200,384
1,407 New
1,407 $201,000

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 $178B
  • 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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