Heritage Wealth Advisors Walmart Inc. Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 551,421 shares of WMT stock, worth $51.3 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
551,421
Previous 559,810 1.5%
Holding current value
$51.3 Million
Previous $37.9 Million 17.47%
% of portfolio
2.16%
Previous 1.75%

Shares

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

Nov 12, 2024
SELL
$66.91 - $81.4 $561,307 - $682,864
-8,389 Reduced 1.5%
551,421 $44.5 Million
Q2 2024

Dec 12, 2024
BUY
$58.85 - $68.9 $650,998 - $762,171
11,062 Added 2.02%
559,810 $37.9 Million
Q2 2024

Aug 05, 2024
BUY
$58.85 - $68.9 $32.9 Million - $38.5 Million
559,224 Added 95430.72%
559,810 $37.9 Million
Q1 2024

Dec 12, 2024
BUY
$58.61 - $175.86 $21.6 Million - $64.9 Million
369,030 Added 205.34%
548,748 $33 Million
Q1 2024

May 08, 2024
SELL
$58.61 - $175.86 $10.5 Million - $31.5 Million
-179,230 Reduced 99.67%
586 $35,000
Q4 2023

Dec 12, 2024
BUY
$150.86 - $169.78 $30,322 - $34,125
201 Added 0.11%
179,718 $28.3 Million
Q4 2023

Feb 09, 2024
BUY
$150.86 - $169.78 $45,107 - $50,764
299 Added 0.17%
179,816 $28.3 Million
Q3 2023

Dec 12, 2024
SELL
$153.49 - $165.25 $1.3 Million - $1.4 Million
-8,444 Reduced 4.49%
179,517 $28.7 Million
Q3 2023

Nov 08, 2023
SELL
$153.49 - $165.25 $1.3 Million - $1.4 Million
-8,444 Reduced 4.49%
179,517 $28.7 Million
Q2 2023

Dec 12, 2024
SELL
$146.06 - $157.73 $53.1 Million - $57.3 Million
-363,460 Reduced 65.91%
187,961 $29.5 Million
Q2 2023

Aug 09, 2023
BUY
$146.06 - $157.73 $252,245 - $272,399
1,727 Added 0.93%
187,961 $29.5 Million
Q1 2023

May 04, 2023
BUY
$136.97 - $147.45 $1.44 Million - $1.55 Million
10,538 Added 6.0%
186,234 $27.5 Million
Q4 2022

Dec 12, 2024
BUY
$128.56 - $153.48 $687,538 - $820,811
5,348 Added 3.14%
175,696 $24.9 Million
Q4 2022

Feb 06, 2023
BUY
$128.56 - $153.48 $687,538 - $820,811
5,348 Added 3.14%
175,696 $24.9 Million
Q3 2022

Dec 12, 2024
SELL
$121.98 - $139.52 $46.5 Million - $53.2 Million
-381,073 Reduced 69.11%
170,348 $22.1 Million
Q3 2022

Nov 10, 2022
BUY
$121.98 - $139.52 $1.54 Million - $1.76 Million
12,626 Added 8.01%
170,348 $22.1 Million
Q2 2022

Aug 04, 2022
BUY
$118.29 - $159.87 $3.28 Million - $4.43 Million
27,731 Added 21.33%
157,722 $19.2 Million
Q1 2022

May 11, 2022
BUY
$133.53 - $149.87 $1.35 Million - $1.51 Million
10,074 Added 8.4%
129,991 $19.4 Million
Q4 2021

Feb 02, 2022
BUY
$135.47 - $151.28 $1.19 Million - $1.32 Million
8,757 Added 7.88%
119,917 $17.4 Million
Q3 2021

Nov 02, 2021
BUY
$139.32 - $151.45 $780,192 - $848,119
5,600 Added 5.31%
111,160 $15.5 Million
Q2 2021

Aug 09, 2021
BUY
$135.17 - $142.42 $4.62 Million - $4.87 Million
34,162 Added 47.85%
105,560 $14.9 Million
Q2 2021

Jul 27, 2021
SELL
$135.17 - $142.42 $2.62 Million - $2.76 Million
-19,383 Reduced 21.35%
71,398 $10.3 Million
Q1 2021

Apr 27, 2021
BUY
$127.53 - $148.97 $2.47 Million - $2.89 Million
19,383 Added 27.15%
90,781 $12.3 Million
Q4 2020

Feb 01, 2021
SELL
$138.75 - $152.79 $60,772 - $66,922
-438 Reduced 0.61%
71,398 $10.3 Million
Q3 2020

Nov 03, 2020
BUY
$118.89 - $147.68 $1,070 - $1,329
9 Added 0.01%
71,836 $10.1 Million
Q2 2020

Jul 17, 2020
BUY
$114.14 - $132.33 $7.77 Million - $9.01 Million
68,079 Added 1816.41%
71,827 $8.6 Million
Q2 2020

Jul 17, 2020
SELL
$114.14 - $132.33 $6.18 Million - $7.16 Million
-54,133 Reduced 93.52%
3,748 $8.6 Million
Q1 2020

May 05, 2020
BUY
$104.05 - $122.58 $1.49 Million - $1.75 Million
14,284 Added 32.76%
57,881 $6.58 Million
Q4 2019

Feb 04, 2020
BUY
$116.12 - $121.28 $522,191 - $545,396
4,497 Added 11.5%
43,597 $5.18 Million
Q3 2019

Oct 30, 2019
BUY
$105.22 - $118.68 $434,137 - $489,673
4,126 Added 11.8%
39,100 $4.64 Million
Q2 2019

Aug 05, 2019
SELL
$96.94 - $111.24 $3,683 - $4,227
-38 Reduced 0.11%
34,974 $0
Q1 2019

May 06, 2019
BUY
$92.86 - $102.2 $497,358 - $547,383
5,356 Added 18.06%
35,012 $0
Q4 2018

Jan 28, 2019
BUY
$85.82 - $105.56 $148,039 - $182,091
1,725 Added 6.18%
29,656 $2.76 Million
Q3 2018

Nov 14, 2018
BUY
$84.0 - $98.64 $260,736 - $306,178
3,104 Added 12.5%
27,931 $2.62 Million
Q2 2018

Jul 19, 2018
BUY
$82.4 - $88.46 $79,845 - $85,717
969 Added 4.06%
24,827 $2.13 Million
Q1 2018

May 10, 2018
BUY
$85.42 - $109.55 $212,781 - $272,889
2,491 Added 11.66%
23,858 $2.12 Million
Q4 2017

Feb 02, 2018
BUY
$78.45 - $99.62 $84,098 - $106,792
1,072 Added 5.28%
21,367 $2.12 Million
Q3 2017

Nov 07, 2017
BUY
$78.03 - $81.61 $1.58 Million - $1.66 Million
20,295
20,295 $1.59 Million

Others Institutions Holding WMT

# of Institutions
3,804
Shares Held
2.61B
Call Options Held
50.2M
Put Options Held
43.1M
View Full List

About Walmart Inc.

WMT Quotes by TradingView
  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $252B
  • 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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