INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Walmart Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$800,000
portfolio value
INSTITUTE FOR 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 | +5.04% | 296 shares | 86K | $129.7 | 6.17K |
| Q2 2022 | share | Decrease | -21.94% | -1.65K shares | -407K | $121.58 | 5.87K |
| Q1 2022 | share | Increase | +0.12% | 9 shares | 33K | $148.92 | 7.52K |
| Q4 2021 | share | Increase | +0.05% | 4 shares | 41K | $143.17 | 7.51K |
| Q3 2021 | share | Increase | +0.08% | 6 shares | -11K | $139.38 | 7.51K |
| Q2 2021 | share | Increase | +2.43% | 178 shares | 63K | $140.5 | 7.50K |
| Q1 2021 | share | Increase | +22.19% | 1.33K shares | 131K | $134.81 | 7.32K |
| Q4 2020 | share | Increase | +35.28% | 1.56K shares | 244K | $142.46 | 5.99K |
| Q3 2020 | share | Increase | +0.82% | 36 shares | 93K | $137.76 | 4.43K |
| Q2 2020 | share | Increase | +1.36% | 59 shares | 34K | $117.46 | 4.39K |
| Q1 2020 | share | Decrease | -0.09% | -4 shares | -23K | $110.93 | 4.33K |
| Q4 2019 | share | Increase | +1.02% | 44 shares | 6K | $115.5 | 4.34K |
| Q3 2019 | share | Decrease | -23.94% | -1.35K shares | -114K | $114.83 | 4.29K |
| Q2 2019 | share | Increase | +0.07% | 4 shares | 73K | $106.39 | 5.65K |
| Q1 2019 | share | Increase | 0.00% | 5.64K shares | 551K | $93.41 | 5.64K |
| Q1 2018 | share | Decrease | -100.00% | -4.96K shares | -498K | $83.28 | 0 |
| Q4 2017 | share | Increase | 0.00% | 4.96K shares | 498K | $91.89 | 4.96K |
| Q3 2017 | share | Decrease | -100.00% | -5.80K shares | -442K | $72.33 | 0 |
| Q2 2017 | share | Increase | 0.00% | 5.80K shares | 442K | $69.62 | 5.80K |