Westside Investment Management, Inc. Walmart Inc. Transaction History

Westside Investment Management, Inc.

$470 Billion
Q3 2024

A detailed history of Westside Investment Management, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Westside Investment Management, Inc. holds 8,510 shares of WMT stock, worth $781,898. This represents 0.14% of its overall portfolio holdings.

Number of Shares

8,510

Previous 8,509 0.01%

Holding current value

$781,898

Previous $567 Million 17.51%

% of portfolio

0.14%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 20, 2024	BUY	$66.91 - $81.4 $66 - $81	1 Added 0.01%	8,510 $666 Million
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

# of Institutions

3,793

Shares Held

2.62B

Call Options Held

50.2M

Put Options Held

43.1M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $249B
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...

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Westside Investment Management, Inc. Walmart Inc. Transaction History