A detailed history of Wealth Effects LLC transactions in Walmart Inc. stock. As of the latest transaction made, Wealth Effects LLC holds 14,163 shares of WMT stock, worth $964,075. This represents 0.32% of its overall portfolio holdings.

Number of Shares
14,163
Previous 5,002 183.15%
Holding current value
$964,075
Previous $788,000 8.12%
% of portfolio
0.32%
Previous 0.3%

Shares

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

Apr 22, 2024

BUY
$58.61 - $175.86 $536,926 - $1.61 Million
9,161 Added 183.15%
14,163 $852,000
Q4 2023

Jan 29, 2024

BUY
$150.86 - $169.78 $45,258 - $50,934
300 Added 6.38%
5,002 $788,000
Q3 2023

Oct 16, 2023

SELL
$153.49 - $165.25 $11,511 - $12,393
-75 Reduced 1.57%
4,702 $751,000
Q2 2023

Jul 18, 2023

SELL
$146.06 - $157.73 $14,459 - $15,615
-99 Reduced 2.03%
4,777 $750,000
Q1 2023

May 04, 2023

SELL
$136.97 - $147.45 $51,500 - $55,441
-376 Reduced 7.16%
4,876 $718,000
Q4 2022

Feb 02, 2023

SELL
$128.56 - $153.48 $6,428 - $7,673
-50 Reduced 0.94%
5,252 $744,000
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $5,489 - $6,278
45 Added 0.86%
5,302 $688,000
Q2 2022

Aug 03, 2022

BUY
$118.29 - $159.87 $37,852 - $51,158
320 Added 6.48%
5,257 $639,000
Q1 2022

May 16, 2022

BUY
$133.53 - $149.87 $26,171 - $29,374
196 Added 4.13%
4,937 $735,000
Q4 2021

Feb 09, 2022

BUY
$135.47 - $151.28 $642,263 - $717,218
4,741 New
4,741 $686,000

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 $185B
  • 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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