Yhb Investment Advisors, Inc. Walmart Inc. Transaction History

Yhb Investment Advisors, Inc.

$1.14 Billion
Q1 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 87,379 shares of WMT stock, worth $5.96 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

87,379

Previous 30,325 188.14%

Holding current value

$5.96 Million

Previous $4.78 Million 9.98%

% of portfolio

0.46%

Previous 0.47%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$58.61 - $175.86 $3.34 Million - $10 Million	57,054 Added 188.14%	87,379 $5.26 Million
Q4 2023 Jan 29, 2024	SELL	$150.86 - $169.78 $4.55 Million - $5.12 Million	-30,144 Reduced 49.85%	30,325 $4.78 Million
Q3 2023 Oct 23, 2023	BUY	$153.49 - $165.25 $4.66 Million - $5.02 Million	30,368 Added 100.89%	60,469 $9.67 Million
Q2 2023 Aug 10, 2023	BUY	$146.06 - $157.73 $33,301 - $35,962	228 Added 0.76%	30,101 $4.73 Million
Q1 2023 May 08, 2023	BUY	$136.97 - $147.45 $103,960 - $111,914	759 Added 2.61%	29,873 $4.4 Million

Q4 2022 Jan 12, 2023	SELL	$128.56 - $153.48 $36,896 - $44,048	-287 Reduced 0.98%	29,114 $0
Q3 2022 Nov 03, 2022	BUY	$121.98 - $139.52 $795,675 - $910,088	6,523 Added 28.51%	29,401 $3.81 Million
Q2 2022 Jul 14, 2022	SELL	$118.29 - $159.87 $15,495 - $20,942	-131 Reduced 0.57%	22,878 $2.78 Million
Q1 2022 Apr 14, 2022	BUY	$133.53 - $149.87 $141,274 - $158,562	1,058 Added 4.82%	23,009 $3.43 Million
Q4 2021 Jan 18, 2022	BUY	$135.47 - $151.28 $170,827 - $190,764	1,261 Added 6.09%	21,951 $3.18 Million
Q3 2021 Oct 28, 2021	BUY	$139.32 - $151.45 $117,446 - $127,672	843 Added 4.25%	20,690 $2.88 Million
Q2 2021 Jul 15, 2021	BUY	$135.17 - $142.42 $27,033 - $28,483	200 Added 1.02%	19,847 $2.8 Million
Q1 2021 Apr 22, 2021	BUY	$127.53 - $148.97 $233,634 - $272,913	1,832 Added 10.28%	19,647 $2.76 Million
Q4 2020 Jan 21, 2021	BUY	$138.75 - $152.79 $25,530 - $28,113	184 Added 1.04%	17,815 $2.57 Million
Q3 2020 Nov 02, 2020	SELL	$118.89 - $147.68 $194,266 - $241,309	-1,634 Reduced 8.48%	17,631 $2.47 Million
Q2 2020 Jul 20, 2020	BUY	$114.14 - $132.33 $86,632 - $100,438	759 Added 4.1%	19,265 $2.31 Million
Q1 2020 Apr 16, 2020	BUY	$104.05 - $122.58 $83,135 - $97,941	799 Added 4.51%	18,506 $2.1 Million
Q4 2019 Jan 27, 2020	BUY	$116.12 - $121.28 $40,642 - $42,448	350 Added 2.02%	17,707 $2.1 Million
Q3 2019 Oct 15, 2019	BUY	$105.22 - $118.68 $74,180 - $83,669	705 Added 4.23%	17,357 $2.06 Million
Q2 2019 Jul 15, 2019	SELL	$96.94 - $111.24 $28,888 - $33,149	-298 Reduced 1.76%	16,652 $1.84 Million
Q1 2019 Apr 29, 2019	BUY	$92.86 - $102.2 $48,751 - $53,655	525 Added 3.2%	16,950 $1.65 Million
Q4 2018 Jan 11, 2019	BUY	$85.82 - $105.56 $30,981 - $38,107	361 Added 2.25%	16,425 $1.53 Million
Q3 2018 Oct 29, 2018	BUY	$84.0 - $98.64 $12,012 - $14,105	143 Added 0.9%	16,064 $1.51 Million
Q2 2018 Jul 09, 2018	BUY	$82.4 - $88.46 $31,888 - $34,234	387 Added 2.49%	15,921 $1.36 Million
Q1 2018 Apr 16, 2018	SELL	$85.42 - $109.55 $3,758 - $4,820	-44 Reduced 0.28%	15,534 $1.38 Million
Q4 2017 Jan 16, 2018	BUY	$78.45 - $99.62 $67,859 - $86,171	865 Added 5.88%	15,578 $1.54 Million
Q3 2017 Nov 06, 2017	BUY	$78.03 - $81.61 $1.15 Million - $1.2 Million	14,713	14,713 $1.15 Million

Others Institutions Holding WMT

# of Institutions

3,450

Shares Held

2.6B

Call Options Held

45.2M

Put Options Held

38.2M

View Full List

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...

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Yhb Investment Advisors, Inc. Walmart Inc. Transaction History