Goal Vest Advisory LLC Walmart Inc. Transaction History

Goal Vest Advisory LLC

$352 Million
Q4 2024

A detailed history of Goal Vest Advisory LLC transactions in Walmart Inc. stock. As of the latest transaction made, Goal Vest Advisory LLC holds 24,600 shares of WMT stock, worth $2.26 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

24,600

Previous 25,293 2.74%

Holding current value

$2.26 Million

Previous $2.04 Million 8.81%

% of portfolio

0.63%

Previous 0.62%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$79.1 - $95.7 $54,816 - $66,320	-693 Reduced 2.74%	24,600 $2.22 Million
Q3 2024 Nov 06, 2024	BUY	$66.91 - $81.4 $24,823 - $30,199	371 Added 1.49%	25,293 $2.04 Million
Q2 2024 Jul 30, 2024	SELL	$58.85 - $68.9 $6,061 - $7,096	-103 Reduced 0.41%	24,922 $1.69 Million
Q1 2024 Apr 15, 2024	BUY	$58.61 - $175.86 $1 Million - $3 Million	17,078 Added 214.9%	25,025 $1.51 Million
Q4 2023 Jan 02, 2024	BUY	$150.86 - $169.78 $65,925 - $74,193	437 Added 5.82%	7,947 $1.25 Million
Q3 2023 Oct 10, 2023	BUY	$153.49 - $165.25 $39,139 - $42,138	255 Added 3.51%	7,510 $1.2 Million
Q2 2023 Jul 17, 2023	BUY	$146.06 - $157.73 $42,503 - $45,899	291 Added 4.18%	7,255 $1.14 Million
Q1 2023 Apr 03, 2023	BUY	$136.97 - $147.45 $35,612 - $38,337	260 Added 3.88%	6,964 $1.03 Million
Q4 2022 Jan 06, 2023	BUY	$128.56 - $153.48 $158,257 - $188,933	1,231 Added 22.49%	6,704 $0
Q3 2022 Oct 11, 2022	SELL	$121.98 - $139.52 $800,432 - $915,530	-6,562 Reduced 54.52%	5,473 $710,000
Q2 2022 Jul 06, 2022	BUY	$118.29 - $159.87 $370,365 - $500,552	3,131 Added 35.16%	12,035 $1.5 Million
Q1 2022 May 03, 2022	BUY	$133.53 - $149.87 $152,624 - $171,301	1,143 Added 14.73%	8,904 $1.33 Million
Q2 2021 Sep 01, 2021	BUY	$135.17 - $142.42 $49,607 - $52,268	367 Added 4.96%	7,761 $1.09 Million
Q1 2021 May 13, 2021	BUY	$127.53 - $148.97 $129,953 - $151,800	1,019 Added 15.98%	7,394 $1 Million
Q4 2020 Jan 28, 2021	BUY	$138.75 - $152.79 $884,531 - $974,036	6,375 New	6,375 $919,000

Others Institutions Holding WMT

# of Institutions

4,272

Shares Held

2.74B

Call Options Held

56.8M

Put Options Held

74.5M

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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Goal Vest Advisory LLC Walmart Inc. Transaction History