A detailed history of Center For Financial Planning, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 10,134 shares of WMT stock, worth $835,548. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,134
Previous 10,118 0.16%
Holding current value
$835,548
Previous $685,000 19.42%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 15, 2024

BUY
$66.91 - $81.4 $1,070 - $1,302
16 Added 0.16%
10,134 $818,000
Q2 2024

Jul 18, 2024

BUY
$58.85 - $68.9 $20,244 - $23,701
344 Added 3.52%
10,118 $685,000
Q1 2024

Apr 25, 2024

BUY
$58.61 - $175.86 $383,895 - $1.15 Million
6,550 Added 203.16%
9,774 $588,000
Q4 2023

Jan 29, 2024

BUY
$150.86 - $169.78 $6,034 - $6,791
40 Added 1.26%
3,224 $508,000
Q3 2023

Oct 24, 2023

BUY
$153.49 - $165.25 $15,195 - $16,359
99 Added 3.21%
3,184 $509,000
Q2 2023

Aug 09, 2023

BUY
$146.06 - $157.73 $10,954 - $11,829
75 Added 2.49%
3,085 $484,000
Q1 2023

May 02, 2023

BUY
$136.97 - $147.45 $22,737 - $24,476
166 Added 5.84%
3,010 $443,000
Q4 2022

Jan 27, 2023

BUY
$128.56 - $153.48 $33,682 - $40,211
262 Added 10.15%
2,844 $0
Q3 2022

Oct 14, 2022

BUY
$121.98 - $139.52 $975 - $1,116
8 Added 0.31%
2,582 $335,000
Q2 2022

Aug 12, 2022

BUY
$118.29 - $159.87 $15,969 - $21,582
135 Added 5.54%
2,574 $313,000
Q1 2022

May 03, 2022

BUY
$133.53 - $149.87 $13,085 - $14,687
98 Added 4.19%
2,439 $363,000
Q4 2021

Feb 08, 2022

BUY
$135.47 - $151.28 $20,455 - $22,843
151 Added 6.89%
2,341 $339,000
Q3 2021

Oct 27, 2021

BUY
$139.32 - $151.45 $16,439 - $17,871
118 Added 5.69%
2,190 $305,000
Q2 2021

Jul 29, 2021

BUY
$135.17 - $142.42 $1,351 - $1,424
10 Added 0.48%
2,072 $292,000
Q1 2021

May 10, 2021

BUY
$127.53 - $148.97 $25,250 - $29,496
198 Added 10.62%
2,062 $280,000
Q4 2020

Feb 09, 2021

SELL
$138.75 - $152.79 $4,856 - $5,347
-35 Reduced 1.84%
1,864 $269,000
Q3 2020

Nov 12, 2020

SELL
$118.89 - $147.68 $2,972 - $3,692
-25 Reduced 1.3%
1,899 $266,000
Q2 2020

Aug 06, 2020

SELL
$114.14 - $132.33 $35,725 - $41,419
-313 Reduced 13.99%
1,924 $230,000
Q1 2020

May 11, 2020

BUY
$104.05 - $122.58 $29,654 - $34,935
285 Added 14.6%
2,237 $254,000
Q4 2019

Feb 14, 2020

BUY
$116.12 - $121.28 $226,666 - $236,738
1,952 New
1,952 $232,000

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 $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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