A detailed history of Valmark Advisers, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Valmark Advisers, Inc. holds 56,787 shares of WMT stock, worth $5.13 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
56,787
Previous 52,965 7.22%
Holding current value
$5.13 Million
Previous $3.59 Million 27.86%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 25, 2024

BUY
$66.91 - $81.4 $255,730 - $311,110
3,822 Added 7.22%
56,787 $4.59 Million
Q2 2024

Jul 31, 2024

BUY
$58.85 - $68.9 $223,571 - $261,751
3,799 Added 7.73%
52,965 $3.59 Million
Q1 2024

May 03, 2024

BUY
$58.61 - $175.86 $2 Million - $6 Million
34,145 Added 227.32%
49,166 $2.96 Million
Q4 2023

Feb 02, 2024

SELL
$150.86 - $169.78 $112,239 - $126,316
-744 Reduced 4.72%
15,021 $2.37 Million
Q3 2023

Nov 07, 2023

BUY
$153.49 - $165.25 $11,358 - $12,228
74 Added 0.47%
15,765 $2.52 Million
Q2 2023

Aug 02, 2023

SELL
$146.06 - $157.73 $56,379 - $60,883
-386 Reduced 2.4%
15,691 $2.47 Million
Q1 2023

May 01, 2023

BUY
$136.97 - $147.45 $252,572 - $271,897
1,844 Added 12.96%
16,077 $2.37 Million
Q4 2022

Feb 06, 2023

BUY
$128.56 - $153.48 $50,266 - $60,010
391 Added 2.82%
14,233 $2.02 Million
Q3 2022

Nov 02, 2022

BUY
$121.98 - $139.52 $19,150 - $21,904
157 Added 1.15%
13,842 $1.8 Million
Q2 2022

Aug 01, 2022

SELL
$118.29 - $159.87 $35,605 - $48,120
-301 Reduced 2.15%
13,685 $1.66 Million
Q1 2022

May 10, 2022

BUY
$133.53 - $149.87 $58,486 - $65,643
438 Added 3.23%
13,986 $2.08 Million
Q4 2021

Feb 02, 2022

BUY
$135.47 - $151.28 $152,268 - $170,038
1,124 Added 9.05%
13,548 $1.96 Million
Q3 2021

Nov 09, 2021

BUY
$139.32 - $151.45 $5,712 - $6,209
41 Added 0.33%
12,424 $1.73 Million
Q2 2021

Aug 06, 2021

SELL
$135.17 - $142.42 $43,659 - $46,001
-323 Reduced 2.54%
12,383 $1.75 Million
Q1 2021

May 04, 2021

BUY
$127.53 - $148.97 $196,013 - $228,966
1,537 Added 13.76%
12,706 $1.73 Million
Q4 2020

Feb 03, 2021

BUY
$138.75 - $152.79 $976,938 - $1.08 Million
7,041 Added 170.57%
11,169 $1.61 Million
Q3 2020

Nov 09, 2020

BUY
$118.89 - $147.68 $1,188 - $1,476
10 Added 0.24%
4,128 $578,000
Q2 2020

Jul 31, 2020

SELL
$114.14 - $132.33 $22,942 - $26,598
-201 Reduced 4.65%
4,118 $493,000
Q1 2020

May 01, 2020

SELL
$104.05 - $122.58 $1,560 - $1,838
-15 Reduced 0.35%
4,319 $491,000
Q4 2019

Jan 31, 2020

SELL
$116.12 - $121.28 $72,923 - $76,163
-628 Reduced 12.66%
4,334 $515,000
Q3 2019

Nov 06, 2019

BUY
$105.22 - $118.68 $112,690 - $127,106
1,071 Added 27.53%
4,962 $589,000
Q2 2019

Aug 07, 2019

BUY
$96.94 - $111.24 $13,377 - $15,351
138 Added 3.68%
3,891 $430,000
Q1 2019

May 10, 2019

SELL
$92.86 - $102.2 $3,250 - $3,577
-35 Reduced 0.92%
3,753 $366,000
Q4 2018

Feb 07, 2019

BUY
$85.82 - $105.56 $27,719 - $34,095
323 Added 9.32%
3,788 $353,000
Q2 2018

Aug 07, 2018

SELL
$82.4 - $88.46 $3,708 - $3,980
-45 Reduced 1.28%
3,465 $297,000
Q1 2018

May 07, 2018

SELL
$85.42 - $109.55 $15,888 - $20,376
-186 Reduced 5.03%
3,510 $312,000
Q4 2017

Feb 09, 2018

BUY
$78.45 - $99.62 $289,951 - $368,195
3,696
3,696 $365,000

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
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.