A detailed history of Icon Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,334 shares of WMT stock, worth $123,635. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,334
Previous 17,169 92.23%
Holding current value
$123,635
Previous $1.16 Million 90.79%
% of portfolio
0.0%
Previous 0.1%

Shares

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

Nov 14, 2024

BUY
$66.91 - $81.4 $1.12 Million - $1.36 Million
16,720 Added 1253.37%
18,054 $1.46 Million
Q3 2024

Nov 12, 2024

SELL
$66.91 - $81.4 $1.06 Million - $1.29 Million
-15,835 Reduced 92.23%
1,334 $107,000
Q2 2024

Aug 14, 2024

SELL
$58.85 - $68.9 $50,199 - $58,771
-853 Reduced 4.73%
17,169 $1.16 Million
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $716,858 - $2.15 Million
12,231 Added 211.21%
18,022 $1.08 Million
Q4 2023

Feb 14, 2024

SELL
$150.86 - $169.78 $359,046 - $404,076
-2,380 Reduced 29.13%
5,791 $912,000
Q4 2022

Feb 14, 2023

BUY
$128.56 - $153.48 $27,254 - $32,537
212 Added 2.66%
8,171 $1.16 Million
Q3 2022

Jan 25, 2023

BUY
$121.98 - $139.52 $970,838 - $1.11 Million
7,959 New
7,959 $1.03 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 $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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

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

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.