Heritage Wealth Advisors Walmart Inc. Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Walmart Inc. stock. As of the latest transaction made, Heritage Wealth Advisors holds 500,583 shares of WMT stock, worth $52 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares
500,583
Previous 551,421 9.22%
Holding current value
$52 Million
Previous $44.5 Million 1.57%
% of portfolio
2.32%
Previous 2.16%

Shares

39 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$79.1 - $95.7 $4.02 Million - $4.87 Million
-50,838 Reduced 9.22%
500,583 $45.2 Million
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
4,230
Shares Held
2.73B
Call Options Held
57.1M
Put Options Held
74.4M
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 $282B
  • 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 Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors 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 Heritage Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email