A detailed history of Primoris Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 10,724 shares of WMT stock, worth $884,193. This represents 0.62% of its overall portfolio holdings.

Number of Shares
10,724
Previous 10,874 1.38%
Holding current value
$884,193
Previous $736,000 17.53%
% of portfolio
0.62%
Previous 0.59%

Shares

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

Nov 01, 2024

SELL
$66.91 - $81.4 $10,036 - $12,210
-150 Reduced 1.38%
10,724 $865,000
Q2 2024

Aug 01, 2024

SELL
$58.85 - $68.9 $14,712 - $17,225
-250 Reduced 2.25%
10,874 $736,000
Q1 2024

May 07, 2024

BUY
$58.61 - $175.86 $433,538 - $1.3 Million
7,397 Added 198.47%
11,124 $669,000
Q4 2023

Feb 15, 2024

SELL
$150.86 - $169.78 $17,047 - $19,185
-113 Reduced 2.94%
3,727 $587,000
Q3 2023

Oct 31, 2023

SELL
$153.49 - $165.25 $19,339 - $20,821
-126 Reduced 3.18%
3,840 $614,000
Q2 2023

Aug 03, 2023

BUY
$146.06 - $157.73 $1,460 - $1,577
10 Added 0.25%
3,966 $623,000
Q1 2023

Apr 25, 2023

SELL
$136.97 - $147.45 $1.96 Million - $2.11 Million
-14,283 Reduced 78.31%
3,956 $583,000
Q4 2022

Feb 03, 2023

BUY
$128.56 - $153.48 $2.02 Million - $2.41 Million
15,689 Added 615.25%
18,239 $2.59 Million
Q3 2022

Oct 20, 2022

SELL
$121.98 - $139.52 $28,055 - $32,089
-230 Reduced 8.27%
2,550 $329,000
Q2 2022

Jul 29, 2022

SELL
$118.29 - $159.87 $132,366 - $178,894
-1,119 Reduced 28.7%
2,780 $337,000
Q1 2022

Apr 29, 2022

SELL
$133.53 - $149.87 $1.21 Million - $1.36 Million
-9,050 Reduced 69.89%
3,899 $579,000
Q4 2021

Feb 08, 2022

BUY
$135.47 - $151.28 $1.75 Million - $1.96 Million
12,949 New
12,949 $1.87 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 $224B
  • 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 Primoris Wealth Advisors, LLC Portfolio

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

News

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