A detailed history of Mount Yale Investment Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 13,117 shares of WMT stock, worth $1.22 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
13,117
Previous 17,065 23.14%
Holding current value
$1.22 Million
Previous $1.16 Million 8.31%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Oct 23, 2024

SELL
$66.91 - $81.4 $264,160 - $321,367
-3,948 Reduced 23.14%
13,117 $1.06 Million
Q2 2024

Aug 13, 2024

SELL
$58.85 - $68.9 $8,297 - $9,714
-141 Reduced 0.82%
17,065 $1.16 Million
Q1 2024

May 15, 2024

BUY
$58.61 - $175.86 $707,071 - $2.12 Million
12,064 Added 234.62%
17,206 $1.04 Million
Q4 2023

Feb 12, 2024

SELL
$150.86 - $169.78 $31,680 - $35,653
-210 Reduced 3.92%
5,142 $810,000
Q3 2023

Oct 11, 2023

SELL
$153.49 - $165.25 $2,916 - $3,139
-19 Reduced 0.35%
5,352 $855,000
Q2 2023

Aug 14, 2023

SELL
$146.06 - $157.73 $44,840 - $48,423
-307 Reduced 5.41%
5,371 $844,000
Q1 2023

May 11, 2023

BUY
$136.97 - $147.45 $777,715 - $837,221
5,678 New
5,678 $837,000
Q2 2022

Aug 02, 2022

BUY
$118.29 - $159.87 $12,657 - $17,106
107 Added 6.58%
1,733 $211,000
Q1 2022

May 03, 2022

BUY
$133.53 - $149.87 $20,830 - $23,379
156 Added 10.61%
1,626 $242,000
Q4 2021

Feb 02, 2022

BUY
$135.47 - $151.28 $199,140 - $222,381
1,470 New
1,470 $213,000
Q4 2019

Feb 13, 2020

SELL
$116.12 - $121.28 $7.09 Million - $7.4 Million
-61,044 Closed
0 $0
Q3 2019

Nov 14, 2019

SELL
$105.22 - $118.68 $1.41 Million - $1.59 Million
-13,368 Reduced 17.96%
61,044 $7.27 Million
Q2 2019

Aug 13, 2019

SELL
$96.94 - $111.24 $271,238 - $311,249
-2,798 Reduced 3.62%
74,412 $8.05 Million
Q1 2019

May 15, 2019

BUY
$92.86 - $102.2 $90,074 - $99,134
970 Added 1.27%
77,210 $7.53 Million
Q4 2018

Feb 14, 2019

BUY
$85.82 - $105.56 $109,677 - $134,905
1,278 Added 1.7%
76,240 $7.33 Million
Q3 2018

Nov 13, 2018

BUY
$84.0 - $98.64 $165,900 - $194,814
1,975 Added 2.71%
74,962 $7.82 Million
Q2 2018

Aug 22, 2018

BUY
$82.4 - $88.46 $388,351 - $416,911
4,713 Added 6.9%
72,987 $6.25 Million
Q1 2018

Jun 25, 2018

BUY
$85.42 - $109.55 $5.83 Million - $7.48 Million
68,274 New
68,274 $6.07 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
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