A detailed history of Phillips Wealth Planners LLC transactions in Walmart Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 5,125 shares of WMT stock, worth $470,885. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,125
Previous 5,043 1.63%
Holding current value
$470,885
Previous $355 Million 17.23%
% of portfolio
0.4%
Previous 0.37%

Shares

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

Oct 28, 2024

BUY
$66.91 - $81.4 $5,486 - $6,674
82 Added 1.63%
5,125 $416 Million
Q2 2024

Aug 02, 2024

SELL
$58.85 - $68.9 $55,789 - $65,317
-948 Reduced 15.82%
5,043 $355 Million
Q1 2024

Apr 29, 2024

BUY
$58.61 - $175.86 $242,410 - $727,356
4,136 Added 222.96%
5,991 $358 Million
Q4 2023

Feb 12, 2024

BUY
$150.86 - $169.78 $21,120 - $23,769
140 Added 8.16%
1,855 $303 Million
Q3 2023

Oct 30, 2023

BUY
$153.49 - $165.25 $24,404 - $26,274
159 Added 10.22%
1,715 $276 Million
Q2 2023

Jul 26, 2023

BUY
$146.06 - $157.73 $227,269 - $245,427
1,556 New
1,556 $245 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 $249B
  • 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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