Avantax Planning Partners, Inc. Walmart Inc. Transaction History

Avantax Planning Partners, Inc.

  • $3.1 Billion
  • Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 38,540 shares of WMT stock, worth $3.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
38,540
Previous 36,715 4.97%
Holding current value
$3.18 Million
Previous $2.21 Million 18.11%
% of portfolio
0.08%
Previous 0.07%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$58.85 - $68.9 $107,401 - $125,742
1,825 Added 4.97%
38,540 $2.61 Million
Q1 2024

May 02, 2024
BUY
$58.61 - $175.86 $1.45 Million - $4.36 Million
24,816 Added 208.56%
36,715 $2.21 Million
Q4 2023

Feb 09, 2024
BUY
$150.86 - $169.78 $78,598 - $88,455
521 Added 4.58%
11,899 $1.88 Million
Q3 2023

Nov 03, 2023
SELL
$153.49 - $165.25 $15,195 - $16,359
-99 Reduced 0.86%
11,378 $1.82 Million
Q2 2023

Jul 17, 2023
SELL
$146.06 - $157.73 $12,561 - $13,564
-86 Reduced 0.74%
11,477 $1.8 Million
Q1 2023

Apr 20, 2023
SELL
$136.97 - $147.45 $23,147 - $24,919
-169 Reduced 1.44%
11,563 $1.7 Million
Q4 2022

Feb 09, 2023
SELL
$128.56 - $153.48 $47,052 - $56,173
-366 Reduced 3.03%
11,732 $1.66 Million
Q3 2022

Oct 14, 2022
SELL
$121.98 - $139.52 $174,309 - $199,374
-1,429 Reduced 10.56%
12,098 $1.57 Million
Q2 2022

Jul 18, 2022
SELL
$118.29 - $159.87 $512,195 - $692,237
-4,330 Reduced 24.25%
13,527 $1.65 Million
Q1 2022

May 09, 2022
SELL
$133.53 - $149.87 $870,215 - $976,702
-6,517 Reduced 26.74%
17,857 $2.66 Million
Q4 2021

Jan 28, 2022
BUY
$135.47 - $151.28 $96,996 - $108,316
716 Added 3.03%
24,374 $3.53 Million
Q3 2021

Oct 27, 2021
BUY
$139.32 - $151.45 $160,078 - $174,016
1,149 Added 5.1%
23,658 $3.3 Million
Q2 2021

Aug 10, 2021
BUY
$135.17 - $142.42 $228,842 - $241,117
1,693 Added 8.13%
22,509 $3.17 Million
Q1 2021

May 06, 2021
SELL
$127.53 - $148.97 $136,202 - $159,099
-1,068 Reduced 4.88%
20,816 $2.83 Million
Q4 2020

Feb 04, 2021
SELL
$138.75 - $152.79 $211,871 - $233,310
-1,527 Reduced 6.52%
21,884 $3.16 Million
Q3 2020

Oct 28, 2020
SELL
$118.89 - $147.68 $56,472 - $70,148
-475 Reduced 1.99%
23,411 $3.28 Million
Q2 2020

Jul 15, 2020
BUY
$114.14 - $132.33 $49,993 - $57,960
438 Added 1.87%
23,886 $2.86 Million
Q1 2020

Apr 27, 2020
SELL
$104.05 - $122.58 $314,022 - $369,946
-3,018 Reduced 11.4%
23,448 $2.66 Million
Q4 2019

Jan 15, 2020
SELL
$116.12 - $121.28 $34,371 - $35,898
-296 Reduced 1.11%
26,466 $3.15 Million
Q3 2019

Nov 08, 2019
BUY
$105.22 - $118.68 $140,889 - $158,912
1,339 Added 5.27%
26,762 $3.18 Million
Q2 2019

Aug 07, 2019
BUY
$96.94 - $111.24 $45,174 - $51,837
466 Added 1.87%
25,423 $2.87 Million
Q1 2019

May 08, 2019
BUY
$92.86 - $102.2 $186,648 - $205,422
2,010 Added 8.76%
24,957 $2.43 Million
Q4 2018

Feb 14, 2019
SELL
$85.82 - $105.56 $41,708 - $51,302
-486 Reduced 2.07%
22,947 $2.14 Million
Q3 2018

Nov 13, 2018
BUY
$84.0 - $98.64 $44,268 - $51,983
527 Added 2.3%
23,433 $2.2 Million
Q2 2018

Aug 13, 2018
SELL
$82.4 - $88.46 $87,344 - $93,767
-1,060 Reduced 4.42%
22,906 $1.96 Million
Q1 2018

May 15, 2018
BUY
$85.42 - $109.55 $63,723 - $81,724
746 Added 3.21%
23,966 $2.13 Million
Q4 2017

Feb 09, 2018
SELL
$78.45 - $99.62 $670,825 - $851,850
-8,551 Reduced 26.91%
23,220 $2.29 Million
Q3 2017

Oct 19, 2017
BUY
$78.03 - $81.61 $2.48 Million - $2.59 Million
31,771
31,771 $2.48 Million

Others Institutions Holding WMT

# of Institutions
3,695
Shares Held
2.72B
Call Options Held
37.4M
Put Options Held
36.2M
View Full List

About Walmart Inc.

WMT Quotes by TradingView
  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $224B
  • 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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