A detailed history of Aspen Wealth Strategies, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 17,273 shares of WMT stock, worth $1.41 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
17,273
Previous 21,861 20.99%
Holding current value
$1.41 Million
Previous $1.55 Billion 10.18%
% of portfolio
0.9%
Previous 1.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$66.91 - $81.4 $306,983 - $373,463
-4,588 Reduced 20.99%
17,273 $1.39 Billion
Q2 2024

Jul 19, 2024

SELL
$58.85 - $68.9 $27,012 - $31,625
-459 Reduced 2.06%
21,861 $1.55 Billion
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $865,611 - $2.6 Million
14,769 Added 195.59%
22,320 $1.34 Billion
Q3 2023

Nov 01, 2023

SELL
$153.49 - $165.25 $1,841 - $1,983
-12 Reduced 0.16%
7,551 $1.21 Billion
Q2 2023

Aug 02, 2023

SELL
$146.06 - $157.73 $48,345 - $52,208
-331 Reduced 4.19%
7,563 $1.19 Billion
Q1 2023

May 11, 2023

BUY
$136.97 - $147.45 $1.08 Million - $1.16 Million
7,894 New
7,894 $1.16 Billion
Q4 2022

May 15, 2023

SELL
$128.56 - $153.48 $13,755 - $16,422
-107 Reduced 1.36%
7,787 $1.1 Billion

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 $221B
  • 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 Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, 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 Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.