A detailed history of Epg Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Epg Wealth Management LLC holds 6,910 shares of WMT stock, worth $656,173. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,910
Previous 0 Infinity%
Holding current value
$656,173
Previous $0 Infinity%
% of portfolio
0.14%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$66.91 - $81.4 $462,348 - $562,474
6,910 New
6,910 $558 Million
Q2 2024

Aug 13, 2024

SELL
$58.85 - $68.9 $419,835 - $491,532
-7,134 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$58.61 - $175.86 $274,880 - $824,783
4,690 Added 191.9%
7,134 $429,000
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $14,482 - $16,298
96 Added 4.09%
2,444 $385,000
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $78,586 - $84,608
512 Added 27.89%
2,348 $375,000
Q2 2023

Aug 15, 2023

SELL
$146.06 - $157.73 $6,572 - $7,097
-45 Reduced 2.39%
1,836 $288,000
Q1 2023

May 15, 2023

BUY
$136.97 - $147.45 $1,780 - $1,916
13 Added 0.7%
1,881 $277,000
Q4 2022

Feb 14, 2023

SELL
$128.56 - $153.48 $34,582 - $41,286
-269 Reduced 12.59%
1,868 $264,000
Q3 2022

Nov 15, 2022

BUY
$121.98 - $139.52 $4,025 - $4,604
33 Added 1.57%
2,137 $277,000
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $11,592 - $15,667
-98 Reduced 4.45%
2,104 $256,000
Q1 2022

May 10, 2022

SELL
$133.53 - $149.87 $3,471 - $3,896
-26 Reduced 1.17%
2,202 $328,000
Q4 2021

Feb 14, 2022

BUY
$135.47 - $151.28 $28,990 - $32,373
214 Added 10.63%
2,228 $322,000
Q3 2021

Nov 15, 2021

BUY
$139.32 - $151.45 $59,768 - $64,972
429 Added 27.07%
2,014 $281,000
Q2 2021

Aug 09, 2021

BUY
$135.17 - $142.42 $1,081 - $1,139
8 Added 0.51%
1,585 $224,000
Q1 2021

May 10, 2021

BUY
$127.53 - $148.97 $510 - $595
4 Added 0.25%
1,577 $214,000
Q3 2020

Nov 02, 2020

SELL
$118.89 - $147.68 $82,747 - $102,785
-696 Reduced 30.67%
1,573 $220,000
Q2 2020

Aug 06, 2020

SELL
$114.14 - $132.33 $42,688 - $49,491
-374 Reduced 14.15%
2,269 $272,000
Q1 2020

May 05, 2020

BUY
$104.05 - $122.58 $27,157 - $31,993
261 Added 10.96%
2,643 $300,000
Q4 2019

Feb 14, 2020

BUY
$116.12 - $121.28 $276,597 - $288,888
2,382 New
2,382 $283,000

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 $258B
  • 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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