EVERCORE WEALTH MANAGEMENT, LLC – Walmart Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$3.47M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
+6.68%
quarter
Walmart Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.44% | 117 shares | 231K | $129.7 | 26.76K |
| Q2 2022 | share | Decrease | -2.84% | -779 shares | -843K | $121.58 | 26.64K |
| Q1 2022 | share | Decrease | -37.17% | -16.22K shares | -2.23M | $148.92 | 27.42K |
| Q4 2021 | share | Decrease | -0.42% | -185 shares | 206K | $143.17 | 43.64K |
| Q3 2021 | share | Decrease | -12.93% | -6.50K shares | -990K | $139.38 | 43.83K |
| Q2 2021 | share | Increase | +0.88% | 437 shares | 321K | $140.5 | 50.33K |
| Q1 2021 | share | Increase | +25.22% | 10.05K shares | 1.03M | $134.81 | 49.90K |
| Q4 2020 | share | Increase | +2.24% | 874 shares | 292K | $142.46 | 39.85K |
| Q3 2020 | share | Increase | +37.37% | 10.60K shares | 2.05M | $137.76 | 38.97K |
| Q2 2020 | share | Decrease | -3.11% | -912 shares | 72K | $117.46 | 28.37K |
| Q1 2020 | share | Increase | +3.16% | 896 shares | -46K | $110.93 | 29.28K |
| Q4 2019 | share | Increase | +2.96% | 816 shares | 100K | $115.5 | 28.39K |
| Q3 2019 | share | Decrease | -0.06% | -16 shares | 224K | $114.83 | 27.57K |
| Q2 2019 | share | Increase | +6.87% | 1.77K shares | 531K | $106.39 | 27.59K |
| Q1 2019 | share | Decrease | -4.61% | -1.24K shares | -3K | $93.41 | 25.81K |
| Q4 2018 | share | Decrease | -3.30% | -925 shares | -107K | $88.74 | 27.06K |
| Q3 2018 | share | Increase | +10.77% | 2.72K shares | 464K | $88.98 | 27.98K |
| Q2 2018 | share | Increase | +1.95% | 484 shares | -41K | $80.68 | 25.26K |
| Q1 2018 | share | Decrease | -3.03% | -775 shares | -319K | $83.28 | 24.78K |
| Q4 2017 | share | Decrease | -0.78% | -200 shares | 511K | $91.89 | 25.55K |
| Q3 2017 | share | Decrease | -11.67% | -3.40K shares | -195K | $72.33 | 25.75K |
| Q2 2017 | share | Increase | +2.32% | 660 shares | 154K | $69.62 | 29.16K |
| Q1 2017 | share | Increase | +1.81% | 506 shares | 119K | $65.87 | 28.50K |
| Q4 2016 | share | Decrease | -2.80% | -805 shares | -142K | $62.71 | 27.99K |
| Q3 2016 | share | Increase | +4.68% | 1.28K shares | 68K | $64.97 | 28.8K |
| Q2 2016 | share | Increase | +14.55% | 3.49K shares | 364K | $65.34 | 27.51K |
| Q1 2016 | share | Decrease | -14.47% | -4.06K shares | -76K | $60.83 | 24.01K |