A detailed history of Sound View Wealth Advisors Group, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 96,187 shares of WMT stock, worth $8.91 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
96,187
Previous 83,267 15.52%
Holding current value
$8.91 Million
Previous $5.64 Million 37.76%
% of portfolio
0.64%
Previous 0.58%

Shares

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

Nov 12, 2024

BUY
$66.91 - $81.4 $864,477 - $1.05 Million
12,920 Added 15.52%
96,187 $7.77 Million
Q2 2024

Aug 05, 2024

SELL
$58.85 - $68.9 $28,189 - $33,003
-479 Reduced 0.57%
83,267 $5.64 Million
Q1 2024

May 09, 2024

BUY
$58.61 - $175.86 $3.04 Million - $9.13 Million
51,923 Added 163.16%
83,746 $5.04 Million
Q4 2023

Feb 08, 2024

BUY
$150.86 - $169.78 $352,107 - $396,266
2,334 Added 7.91%
31,823 $5.02 Million
Q3 2023

Nov 07, 2023

BUY
$153.49 - $165.25 $439,595 - $473,276
2,864 Added 10.76%
29,489 $4.72 Million
Q2 2023

Aug 08, 2023

SELL
$146.06 - $157.73 $282,187 - $304,734
-1,932 Reduced 6.77%
26,625 $4.18 Million
Q1 2023

May 12, 2023

BUY
$136.97 - $147.45 $938,655 - $1.01 Million
6,853 Added 31.57%
28,557 $4.21 Million
Q4 2022

Feb 08, 2023

SELL
$128.56 - $153.48 $278,075 - $331,977
-2,163 Reduced 9.06%
21,704 $3.08 Million
Q3 2022

Nov 08, 2022

BUY
$121.98 - $139.52 $124,419 - $142,310
1,020 Added 4.46%
23,867 $3.1 Million
Q2 2022

Aug 05, 2022

SELL
$118.29 - $159.87 $194,350 - $262,666
-1,643 Reduced 6.71%
22,847 $2.78 Million
Q1 2022

May 11, 2022

BUY
$133.53 - $149.87 $173,188 - $194,381
1,297 Added 5.59%
24,490 $3.65 Million
Q4 2021

Jan 20, 2022

BUY
$135.47 - $151.28 $115,149 - $128,588
850 Added 3.8%
23,193 $3.36 Million
Q3 2021

Oct 21, 2021

BUY
$139.32 - $151.45 $204,939 - $222,782
1,471 Added 7.05%
22,343 $3.11 Million
Q2 2021

Jul 21, 2021

SELL
$135.17 - $142.42 $131,655 - $138,717
-974 Reduced 4.46%
20,872 $2.94 Million
Q1 2021

Apr 28, 2021

BUY
$127.53 - $148.97 $72,181 - $84,317
566 Added 2.66%
21,846 $2.97 Million
Q4 2020

Feb 02, 2021

BUY
$138.75 - $152.79 $169,552 - $186,709
1,222 Added 6.09%
21,280 $3.07 Million
Q3 2020

Nov 09, 2020

SELL
$118.89 - $147.68 $68,837 - $85,506
-579 Reduced 2.81%
20,058 $2.81 Million
Q2 2020

Aug 07, 2020

SELL
$114.14 - $132.33 $1,826 - $2,117
-16 Reduced 0.08%
20,637 $2.47 Million
Q1 2020

May 12, 2020

BUY
$104.05 - $122.58 $87,922 - $103,580
845 Added 4.27%
20,653 $2.35 Million
Q4 2019

Jan 27, 2020

SELL
$116.12 - $121.28 $164,542 - $171,853
-1,417 Reduced 6.68%
19,808 $2.35 Million
Q3 2019

Nov 07, 2019

SELL
$105.22 - $118.68 $23,043 - $25,990
-219 Reduced 1.02%
21,225 $2.52 Million
Q2 2019

Aug 07, 2019

BUY
$96.94 - $111.24 $2.08 Million - $2.39 Million
21,444 New
21,444 $2.37 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 Sound View Wealth Advisors Group, LLC Portfolio

Follow Sound View Wealth Advisors Group, 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 Sound View Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound View Wealth Advisors Group, LLC with notifications on news.