A detailed history of Caliber Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 47,503 shares of WMT stock, worth $3.9 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
47,503
Previous 15,241 211.68%
Holding current value
$3.9 Million
Previous $2.4 Million 18.98%
% of portfolio
1.52%
Previous 1.41%

Shares

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

Apr 25, 2024

BUY
$58.61 - $175.86 $1.89 Million - $5.67 Million
32,262 Added 211.68%
47,503 $2.86 Million
Q4 2023

Apr 22, 2024

BUY
$150.86 - $169.78 $71,658 - $80,645
475 Added 3.22%
15,241 $2.4 Million
Q3 2023

Oct 16, 2023

BUY
$153.49 - $165.25 $143,666 - $154,674
936 Added 6.77%
14,766 $2.36 Million
Q2 2023

Jul 27, 2023

BUY
$146.06 - $157.73 $91,141 - $98,423
624 Added 4.73%
13,830 $2.17 Million
Q1 2023

Apr 10, 2023

SELL
$136.97 - $147.45 $6,437 - $6,930
-47 Reduced 0.35%
13,206 $1.95 Million
Q4 2022

Jan 24, 2023

BUY
$128.56 - $153.48 $1.7 Million - $2.03 Million
13,253 New
13,253 $0
Q3 2021

Oct 25, 2021

SELL
$139.32 - $151.45 $532,759 - $579,144
-3,824 Closed
0 $0
Q2 2021

Jul 22, 2021

SELL
$135.17 - $142.42 $1.05 Million - $1.11 Million
-7,793 Reduced 67.08%
3,824 $539,000
Q1 2021

Apr 26, 2021

BUY
$127.53 - $148.97 $231,339 - $270,231
1,814 Added 18.5%
11,617 $1.58 Million
Q4 2020

Jan 19, 2021

BUY
$138.75 - $152.79 $1.36 Million - $1.5 Million
9,803 New
9,803 $1.41 Million

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 $223B
  • 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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