Crewe Advisors LLC Walmart Inc. Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 7,858 shares of WMT stock, worth $775,191. This represents 0.1% of its overall portfolio holdings.

Number of Shares

7,858

Previous 8,292 5.23%

Holding current value

$775,191

Previous $669,000 5.98%

% of portfolio

0.1%

Previous 0.08%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$79.1 - $95.7 $34,329 - $41,533	-434 Reduced 5.23%	7,858 $709,000
Q3 2024 Nov 12, 2024	SELL	$66.91 - $81.4 $21,478 - $26,129	-321 Reduced 3.73%	8,292 $669,000
Q2 2024 Jul 29, 2024	BUY	$58.85 - $68.9 $53,435 - $62,561	908 Added 11.78%	8,613 $583,000
Q1 2024 May 13, 2024	BUY	$58.61 - $175.86 $451,590 - $1.36 Million	7,705 New	7,705 $463,000
Q2 2023 Jul 28, 2023	SELL	$146.06 - $157.73 $32,717 - $35,331	-224 Reduced 9.08%	2,244 $352,000
Q1 2023 May 12, 2023	SELL	$136.97 - $147.45 $1,232 - $1,327	-9 Reduced 0.36%	2,468 $363,000
Q4 2022 Feb 07, 2023	SELL	$128.56 - $153.48 $17,612 - $21,026	-137 Reduced 5.24%	2,477 $351,000
Q3 2022 Nov 14, 2022	BUY	$121.98 - $139.52 $21,346 - $24,416	175 Added 7.18%	2,614 $339,000
Q2 2022 Aug 02, 2022	BUY	$118.29 - $159.87 $85,523 - $115,586	723 Added 42.13%	2,439 $297,000
Q1 2022 Apr 27, 2022	BUY	$133.53 - $149.87 $74,109 - $83,177	555 Added 47.8%	1,716 $256,000
Q4 2021 Feb 10, 2022	BUY	$135.47 - $151.28 $89,952 - $100,449	664 Added 133.6%	1,161 $168,000
Q4 2020 Jan 27, 2021	BUY	$138.75 - $152.79 $4,856 - $5,347	35 Added 7.58%	497 $72,000
Q3 2020 Oct 13, 2020	BUY	$118.89 - $147.68 $23,659 - $29,388	199 Added 75.67%	462 $65,000
Q1 2020 May 07, 2020	SELL	$104.05 - $122.58 $2,705 - $3,187	-26 Reduced 9.0%	263 $30,000
Q4 2019 Feb 05, 2020	BUY	$116.12 - $121.28 $3,019 - $3,153	26 Added 9.89%	289 $34,000
Q3 2019 Nov 06, 2019	SELL	$105.22 - $118.68 $2,840 - $3,204	-27 Reduced 9.31%	263 $31,000
Q2 2019 Aug 09, 2019	BUY	$96.94 - $111.24 $1,938 - $2,224	20 Added 7.41%	290 $32,000
Q1 2019 May 10, 2019	BUY	$92.86 - $102.2 $650 - $715	7 Added 2.66%	270 $26,000
Q4 2018 Feb 05, 2019	SELL	$85.82 - $105.56 $20,167 - $24,806	-235 Reduced 47.19%	263 $24,000
Q3 2018 Nov 13, 2018	SELL	$84.0 - $98.64 $41,832 - $49,122	-498 Reduced 50.0%	498 $47,000
Q2 2018 Aug 07, 2018	BUY	$82.4 - $88.46 $41,035 - $44,053	498 Added 100.0%	996 $87,000
Q1 2018 May 07, 2018	BUY	$85.42 - $109.55 $20,073 - $25,744	235 Added 89.35%	498 $44,000
Q4 2017 Feb 09, 2018	BUY	$78.45 - $99.62 $20,632 - $26,200	263	263 $26,000

Others Institutions Holding WMT

# of Institutions

3,919

Shares Held

2.62B

Call Options Held

50.2M

Put Options Held

42.9M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $268B
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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Crewe Advisors LLC Walmart Inc. Transaction History