A detailed history of United Asset Strategies, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, United Asset Strategies, Inc. holds 20,753 shares of WMT stock, worth $1.71 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
20,753
Previous 21,503 3.49%
Holding current value
$1.71 Million
Previous $1.46 Million 15.12%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Oct 28, 2024

SELL
$66.91 - $81.4 $50,182 - $61,050
-750 Reduced 3.49%
20,753 $1.68 Million
Q2 2024

Aug 01, 2024

SELL
$58.85 - $68.9 $116,464 - $136,353
-1,979 Reduced 8.43%
21,503 $1.46 Million
Q1 2024

Apr 23, 2024

BUY
$58.61 - $175.86 $937,173 - $2.81 Million
15,990 Added 213.43%
23,482 $1.41 Million
Q4 2023

Jan 30, 2024

SELL
$150.86 - $169.78 $20,064 - $22,580
-133 Reduced 1.74%
7,492 $1.18 Million
Q3 2023

Nov 07, 2023

BUY
$153.49 - $165.25 $106,982 - $115,179
697 Added 10.06%
7,625 $1.22 Million
Q2 2023

Jul 25, 2023

BUY
$146.06 - $157.73 $319,287 - $344,797
2,186 Added 46.1%
6,928 $1.09 Million
Q1 2023

Apr 25, 2023

SELL
$136.97 - $147.45 $576,232 - $620,322
-4,207 Reduced 47.01%
4,742 $699,000
Q4 2022

Jan 26, 2023

BUY
$128.56 - $153.48 $124,831 - $149,029
971 Added 12.17%
8,949 $0
Q3 2022

Oct 24, 2022

BUY
$121.98 - $139.52 $113,319 - $129,614
929 Added 13.18%
7,978 $1.04 Million
Q2 2022

Aug 15, 2022

BUY
$118.29 - $159.87 $833,826 - $1.13 Million
7,049 New
7,049 $857,000
Q1 2022

Apr 29, 2022

SELL
$133.53 - $149.87 $269,730 - $302,737
-2,020 Closed
0 $0
Q4 2021

Jan 31, 2022

BUY
$135.47 - $151.28 $17,069 - $19,061
126 Added 6.65%
2,020 $292,000
Q3 2021

Oct 21, 2021

SELL
$139.32 - $151.45 $13,932 - $15,144
-100 Reduced 5.02%
1,894 $264,000
Q2 2021

Jul 19, 2021

SELL
$135.17 - $142.42 $19,734 - $20,793
-146 Reduced 6.82%
1,994 $281,000
Q1 2021

Apr 27, 2021

BUY
$127.53 - $148.97 $272,914 - $318,795
2,140 New
2,140 $291,000

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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