A detailed history of Vista Wealth Management Group, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 7,203 shares of WMT stock, worth $593,887. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,203
Previous 4,942 45.75%
Holding current value
$593,887
Previous $297,000 63.97%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Jul 30, 2024

BUY
$58.85 - $68.9 $133,059 - $155,782
2,261 Added 45.75%
7,203 $487,000
Q1 2024

Apr 29, 2024

BUY
$58.61 - $175.86 $193,119 - $579,458
3,295 Added 200.06%
4,942 $297,000
Q4 2023

Feb 12, 2024

SELL
$150.86 - $169.78 $3,168 - $3,565
-21 Reduced 1.26%
1,647 $259,000
Q3 2023

Nov 14, 2023

BUY
$153.49 - $165.25 $15,349 - $16,525
100 Added 6.38%
1,668 $266,000
Q1 2023

May 04, 2023

SELL
$136.97 - $147.45 $53,144 - $57,210
-388 Reduced 19.84%
1,568 $231,000
Q4 2022

Feb 07, 2023

BUY
$128.56 - $153.48 $51,681 - $61,698
402 Added 25.87%
1,956 $277,000
Q3 2022

Oct 25, 2022

BUY
$121.98 - $139.52 $189,556 - $216,814
1,554 New
1,554 $217,000
Q2 2022

Jul 14, 2022

SELL
$118.29 - $159.87 $200,146 - $270,500
-1,692 Closed
0 $0
Q1 2022

May 04, 2022

BUY
$133.53 - $149.87 $5,741 - $6,444
43 Added 2.61%
1,692 $252,000
Q4 2021

Jan 19, 2022

SELL
$135.47 - $151.28 $26,823 - $29,953
-198 Reduced 10.72%
1,649 $239,000
Q3 2021

Nov 02, 2021

BUY
$139.32 - $151.45 $21,037 - $22,868
151 Added 8.9%
1,847 $257,000
Q2 2021

Jul 27, 2021

BUY
$135.17 - $142.42 $2,838 - $2,990
21 Added 1.25%
1,696 $239,000
Q1 2021

Apr 26, 2021

BUY
$127.53 - $148.97 $213,612 - $249,524
1,675 New
1,675 $227,000
Q4 2020

Jan 25, 2021

SELL
$138.75 - $152.79 $222,000 - $244,464
-1,600 Closed
0 $0
Q3 2020

Oct 26, 2020

BUY
$118.89 - $147.68 $190,224 - $236,288
1,600 New
1,600 $224,000

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
Track This Portfolio

Track Vista Wealth Management Group, LLC Portfolio

Follow Vista Wealth Management Group, LLC 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 Vista Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vista Wealth Management Group, LLC with notifications on news.