Center For Financial Planning, Inc. Walmart Inc. Transaction History

Center For Financial Planning, Inc.

$932 Million
Q3 2025

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 13,102 shares of WMT stock, worth $1.35 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

13,102

Previous 11,286 16.09%

Holding current value

$1.35 Million

Previous $1.1 Million 22.39%

% of portfolio

0.14%

Previous 0.13%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$94.4 - $104.27 $171,430 - $189,354	1,816 Added 16.09%	13,102 $1.35 Million
Q2 2025 Aug 04, 2025	BUY	$81.79 - $99.98 $32,797 - $40,091	401 Added 3.68%	11,286 $1.1 Million
Q1 2025 Apr 22, 2025	BUY	$84.5 - $105.05 $65,149 - $80,993	771 Added 7.62%	10,885 $955,000
Q4 2024 Jan 30, 2025	SELL	$79.1 - $95.7 $1,582 - $1,914	-20 Reduced 0.2%	10,114 $913,000
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

# of Institutions

4,585

Shares Held

2.77B

Call Options Held

40.4M

Put Options Held

35.4M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $279B
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...

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Center For Financial Planning, Inc. Walmart Inc. Transaction History