A detailed history of Westside Investment Management, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Westside Investment Management, Inc. holds 8,509 shares of WMT stock, worth $701,567. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,509
Previous 8,742 2.67%
Holding current value
$701,567
Previous $526 Million 7.83%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jul 17, 2024

SELL
$58.85 - $68.9 $13,712 - $16,053
-233 Reduced 2.67%
8,509 $567 Million
Q1 2024

Apr 19, 2024

BUY
$58.61 - $175.86 $341,637 - $1.03 Million
5,829 Added 200.1%
8,742 $526 Million
Q4 2023

Jan 12, 2024

SELL
$150.86 - $169.78 $15,086 - $16,978
-100 Reduced 3.32%
2,913 $459 Million
Q2 2023

Jul 14, 2023

SELL
$146.06 - $157.73 $25,414 - $27,445
-174 Reduced 5.46%
3,013 $474 Million
Q1 2023

May 17, 2023

SELL
$136.97 - $147.45 $6,848 - $7,372
-50 Reduced 1.54%
3,187 $468 Million
Q4 2022

Jan 31, 2023

SELL
$128.56 - $153.48 $148,101 - $176,808
-1,152 Reduced 26.25%
3,237 $85.8 Million
Q3 2022

Nov 09, 2022

BUY
$121.98 - $139.52 $164,673 - $188,352
1,350 Added 44.42%
4,389 $263 Million
Q2 2022

Jul 15, 2022

BUY
$118.29 - $159.87 $354 - $479
3 Added 0.1%
3,039 $369,000
Q1 2022

Apr 25, 2022

BUY
$133.53 - $149.87 $10,682 - $11,989
80 Added 2.71%
3,036 $452,000
Q3 2021

Oct 27, 2021

SELL
$139.32 - $151.45 $6,966 - $7,572
-50 Reduced 1.66%
2,956 $412,000
Q2 2021

Jul 28, 2021

SELL
$135.17 - $142.42 $40,415 - $42,583
-299 Reduced 9.05%
3,006 $423,000
Q1 2021

Apr 14, 2021

SELL
$127.53 - $148.97 $82,894 - $96,830
-650 Reduced 16.43%
3,305 $448,000
Q4 2020

Jan 15, 2021

SELL
$138.75 - $152.79 $13,875 - $15,279
-100 Reduced 2.47%
3,955 $570,000
Q3 2020

Oct 14, 2020

BUY
$118.89 - $147.68 $312,086 - $387,660
2,625 Added 183.57%
4,055 $567,000
Q2 2020

Jul 21, 2020

BUY
$114.14 - $132.33 $22,942 - $26,598
201 Added 16.35%
1,430 $171,000
Q1 2020

Apr 16, 2020

SELL
$104.05 - $122.58 $67,528 - $79,554
-649 Reduced 34.56%
1,229 $139,000
Q2 2019

Jul 24, 2019

BUY
$96.94 - $111.24 $3,005 - $3,448
31 Added 1.68%
1,878 $20.7 Million
Q4 2018

Feb 05, 2019

SELL
$85.82 - $105.56 $5,149 - $6,333
-60 Reduced 3.15%
1,847 $172,000
Q3 2018

Nov 08, 2018

BUY
$84.0 - $98.64 $62,160 - $72,993
740 Added 63.41%
1,907 $181 Million
Q2 2018

Aug 13, 2018

BUY
$82.4 - $88.46 $16,480 - $17,692
200 Added 20.68%
1,167 $0
Q1 2018

Apr 16, 2018

BUY
$85.42 - $109.55 $4,356 - $5,587
51 Added 5.57%
967 $0
Q3 2017

Nov 13, 2017

BUY
$78.03 - $81.61 $78 - $81
1 Added 0.11%
916 $0
Q2 2017

Aug 15, 2017

BUY
N/A
915
915 $0

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 Westside Investment Management, Inc. Portfolio

Follow Westside Investment Management, 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 Westside Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Westside Investment Management, Inc. with notifications on news.