A detailed history of United Capital Financial Advisers, LLC transactions in Walmart Inc. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 687,781 shares of WMT stock, worth $56.7 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
687,781
Previous 726,531 5.33%
Holding current value
$56.7 Million
Previous $43.7 Million 6.53%
% of portfolio
0.4%
Previous 0.36%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$58.85 - $68.9 $2.28 Million - $2.67 Million
-38,750 Reduced 5.33%
687,781 $46.6 Million
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $26.2 Million - $78.6 Million
447,180 Added 160.08%
726,531 $43.7 Million
Q4 2023

Feb 14, 2024

SELL
$150.86 - $169.78 $36.9 Million - $41.5 Million
-244,282 Reduced 46.65%
279,351 $44 Million
Q3 2023

Nov 14, 2023

SELL
$153.49 - $165.25 $7.49 Million - $8.06 Million
-48,791 Reduced 8.52%
523,633 $83.7 Million
Q2 2023

Aug 14, 2023

SELL
$146.06 - $157.73 $142,262 - $153,629
-974 Reduced 0.17%
572,424 $90 Million
Q1 2023

Aug 14, 2023

BUY
$136.97 - $147.45 $16,984 - $18,283
124 Added 0.02%
572,548 $84.4 Million
Q1 2023

May 15, 2023

SELL
$136.97 - $147.45 $1.79 Million - $1.93 Million
-13,093 Reduced 2.23%
573,398 $84.5 Million
Q4 2022

Feb 14, 2023

BUY
$128.56 - $153.48 $72,764 - $86,869
566 Added 0.1%
586,491 $83.2 Million
Q3 2022

Nov 14, 2022

SELL
$121.98 - $139.52 $2.68 Million - $3.06 Million
-21,955 Reduced 3.61%
585,925 $76 Million
Q2 2022

Aug 11, 2022

BUY
$118.29 - $159.87 $38.8 Million - $52.4 Million
328,000 Added 117.19%
607,880 $73.9 Million
Q1 2022

May 16, 2022

BUY
$133.53 - $149.87 $559,757 - $628,255
4,192 Added 1.52%
279,880 $41.7 Million
Q4 2021

Feb 14, 2022

SELL
$135.47 - $151.28 $11,244 - $12,556
-83 Reduced 0.03%
275,688 $39.9 Million
Q3 2021

Nov 15, 2021

BUY
$139.32 - $151.45 $311,658 - $338,793
2,237 Added 0.82%
275,771 $38.4 Million
Q2 2021

Aug 13, 2021

SELL
$135.17 - $142.42 $1.4 Million - $1.48 Million
-10,377 Reduced 3.66%
273,534 $38.6 Million
Q1 2021

May 14, 2021

SELL
$127.53 - $148.97 $31.5 Million - $36.8 Million
-247,254 Reduced 46.55%
283,911 $38.6 Million
Q4 2020

Feb 17, 2021

SELL
$138.75 - $152.79 $285,408 - $314,289
-2,057 Reduced 0.39%
531,165 $76.6 Million
Q3 2020

Nov 13, 2020

BUY
$118.89 - $147.68 $2.61 Million - $3.25 Million
21,979 Added 4.3%
533,222 $74.6 Million
Q2 2020

Aug 13, 2020

SELL
$114.14 - $132.33 $7 Million - $8.12 Million
-61,332 Reduced 10.71%
511,243 $61.2 Million
Q1 2020

May 15, 2020

BUY
$104.05 - $122.58 $8.78 Million - $10.3 Million
84,402 Added 17.29%
572,575 $62.9 Million
Q4 2019

Feb 14, 2020

BUY
$116.12 - $121.28 $5.42 Million - $5.66 Million
46,646 Added 10.56%
488,173 $58 Million
Q3 2019

Nov 14, 2019

SELL
$105.22 - $118.68 $3.27 Million - $3.69 Million
-31,067 Reduced 6.57%
441,527 $52.4 Million
Q2 2019

Aug 13, 2019

BUY
$96.94 - $111.24 $3.47 Million - $3.99 Million
35,825 Added 8.2%
472,594 $52.2 Million
Q1 2019

May 14, 2019

BUY
$92.86 - $102.2 $503,208 - $553,821
5,419 Added 1.26%
436,769 $42.6 Million
Q4 2018

Feb 14, 2019

BUY
$85.82 - $105.56 $8.88 Million - $10.9 Million
103,425 Added 31.54%
431,350 $40.2 Million
Q3 2018

Nov 14, 2018

BUY
$84.0 - $98.64 $741,636 - $870,892
8,829 Added 2.77%
327,925 $30.8 Million
Q2 2018

Aug 14, 2018

BUY
$82.4 - $88.46 $1.2 Million - $1.29 Million
14,579 Added 4.79%
319,096 $27.3 Million
Q1 2018

May 15, 2018

BUY
$85.42 - $109.55 $1.44 Million - $1.84 Million
16,819 Added 5.85%
304,517 $27.1 Million
Q4 2017

Feb 13, 2018

BUY
$78.45 - $99.62 $483,408 - $613,858
6,162 Added 2.19%
287,698 $28.6 Million
Q3 2017

Nov 14, 2017

BUY
$78.03 - $81.61 $1.71 Million - $1.79 Million
21,947 Added 8.45%
281,536 $22 Million
Q2 2017

Aug 14, 2017

BUY
N/A
259,589
259,589 $19.6 Million

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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