A detailed history of Wealth Architects, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Wealth Architects, LLC holds 6,969 shares of WMT stock, worth $645,886. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,969
Previous 6,593 5.7%
Holding current value
$645,886
Previous $446,000 26.01%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 31, 2024

BUY
$66.91 - $81.4 $25,158 - $30,606
376 Added 5.7%
6,969 $562,000
Q2 2024

Aug 08, 2024

SELL
$58.85 - $68.9 $4,119 - $4,823
-70 Reduced 1.05%
6,593 $446,000
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $244,813 - $734,567
4,177 Added 168.02%
6,663 $400,000
Q4 2023

Feb 14, 2024

SELL
$150.86 - $169.78 $25,947 - $29,202
-172 Reduced 6.47%
2,486 $391,000
Q3 2023

Nov 09, 2023

BUY
$153.49 - $165.25 $31,311 - $33,711
204 Added 8.31%
2,658 $425,000
Q2 2023

Aug 02, 2023

BUY
$146.06 - $157.73 $55,210 - $59,621
378 Added 18.21%
2,454 $385,000
Q1 2023

Apr 21, 2023

BUY
$136.97 - $147.45 $9,040 - $9,731
66 Added 3.28%
2,076 $306,000
Q4 2022

Feb 09, 2023

BUY
$128.56 - $153.48 $8,999 - $10,743
70 Added 3.61%
2,010 $285,000
Q3 2022

Oct 24, 2022

SELL
$121.98 - $139.52 $4,147 - $4,743
-34 Reduced 1.72%
1,940 $252,000
Q2 2022

Jul 29, 2022

SELL
$118.29 - $159.87 $23,184 - $31,334
-196 Reduced 9.03%
1,974 $240,000
Q1 2022

May 17, 2022

BUY
$133.53 - $149.87 $15,088 - $16,935
113 Added 5.49%
2,170 $323,000
Q4 2021

Jan 19, 2022

BUY
$135.47 - $151.28 $49,988 - $55,822
369 Added 21.86%
2,057 $298,000
Q3 2021

Nov 09, 2021

SELL
$139.32 - $151.45 $417 - $454
-3 Reduced 0.18%
1,688 $235,000
Q2 2021

Aug 09, 2021

BUY
$135.17 - $142.42 $22,438 - $23,641
166 Added 10.89%
1,691 $238,000
Q1 2021

Apr 29, 2021

BUY
$127.53 - $148.97 $9,692 - $11,321
76 Added 5.24%
1,525 $207,000
Q4 2020

Jan 28, 2021

BUY
$138.75 - $152.79 $201,048 - $221,392
1,449 New
1,449 $209,000
Q1 2019

May 01, 2019

SELL
$92.86 - $102.2 $263,722 - $290,248
-2,840 Closed
0 $0
Q4 2018

Jan 17, 2019

SELL
$85.82 - $105.56 $6,608 - $8,128
-77 Reduced 2.64%
2,840 $265,000
Q3 2018

Oct 04, 2018

BUY
$84.0 - $98.64 $245,028 - $287,732
2,917 New
2,917 $274,000

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
Track This Portfolio

Track Wealth Architects, LLC Portfolio

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

News

Stay updated on Wealth Architects, LLC with notifications on news.