A detailed history of Holistic Planning, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 19,838 shares of WMT stock, worth $1.66 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
19,838
Previous 11,413 73.82%
Holding current value
$1.66 Million
Previous $687 Million 133.26%
% of portfolio
0.68%
Previous 0.53%

Shares

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

Nov 01, 2024

BUY
$66.91 - $81.4 $563,716 - $685,795
8,425 Added 73.82%
19,838 $1.6 Billion
Q1 2024

May 01, 2024

BUY
$58.61 - $175.86 $448,190 - $1.34 Million
7,647 Added 203.05%
11,413 $687 Million
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $568,138 - $639,391
3,766 New
3,766 $594 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 $226B
  • 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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