A detailed history of Selective Wealth Management, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 9,564 shares of WMT stock, worth $887,443. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,564
Previous 9,746 1.87%
Holding current value
$887,443
Previous $659,000 17.15%
% of portfolio
0.32%
Previous 0.29%

Shares

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

Oct 09, 2024

SELL
$66.91 - $81.4 $12,177 - $14,814
-182 Reduced 1.87%
9,564 $772,000
Q2 2024

Jul 10, 2024

SELL
$58.85 - $68.9 $16,183 - $18,947
-275 Reduced 2.74%
9,746 $659,000
Q1 2024

Apr 11, 2024

BUY
$58.61 - $175.86 $395,558 - $1.19 Million
6,749 Added 206.27%
10,021 $602,000
Q4 2023

Jan 05, 2024

SELL
$150.86 - $169.78 $7,392 - $8,319
-49 Reduced 1.48%
3,272 $515,000
Q3 2023

Oct 10, 2023

SELL
$153.49 - $165.25 $13,046 - $14,046
-85 Reduced 2.5%
3,321 $531,000
Q2 2023

Jul 11, 2023

BUY
$146.06 - $157.73 $24,976 - $26,971
171 Added 5.29%
3,406 $535,000
Q4 2022

Jan 23, 2023

SELL
$128.56 - $153.48 $98,348 - $117,412
-765 Reduced 19.13%
3,235 $0
Q3 2022

Oct 21, 2022

SELL
$121.98 - $139.52 $12,198 - $13,952
-100 Reduced 2.44%
4,000 $519,000
Q1 2022

Apr 20, 2022

BUY
$133.53 - $149.87 $325,546 - $365,383
2,438 Added 146.69%
4,100 $611,000
Q3 2021

Oct 27, 2021

BUY
$139.32 - $151.45 $80,109 - $87,083
575 Added 52.9%
1,662 $232,000
Q2 2021

Aug 04, 2021

BUY
$135.17 - $142.42 $65,827 - $69,358
487 Added 81.17%
1,087 $153,000
Q1 2021

Apr 09, 2021

BUY
$127.53 - $148.97 $38,259 - $44,691
300 Added 100.0%
600 $81,000
Q2 2020

Jul 15, 2020

BUY
$114.14 - $132.33 $34,242 - $39,699
300 New
300 $36,000

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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