A detailed history of Falcon Wealth Planning transactions in Walmart Inc. stock. As of the latest transaction made, Falcon Wealth Planning holds 8,629 shares of WMT stock, worth $823,379. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,629
Previous 8,436 2.29%
Holding current value
$823,379
Previous $571,000 21.89%
% of portfolio
0.09%
Previous 0.07%

Shares

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

Oct 30, 2024

BUY
$66.91 - $81.4 $12,913 - $15,710
193 Added 2.29%
8,629 $696,000
Q2 2024

Jul 16, 2024

BUY
$58.85 - $68.9 $43,960 - $51,468
747 Added 9.72%
8,436 $571,000
Q1 2024

Apr 15, 2024

BUY
$58.61 - $175.86 $284,199 - $852,745
4,849 Added 170.74%
7,689 $462,000
Q4 2023

Jan 10, 2024

BUY
$150.86 - $169.78 $180,126 - $202,717
1,194 Added 72.54%
2,840 $447,000
Q3 2023

Oct 05, 2023

BUY
$153.49 - $165.25 $4,604 - $4,957
30 Added 1.86%
1,646 $263,000
Q2 2023

Jul 13, 2023

BUY
$146.06 - $157.73 $1,314 - $1,419
9 Added 0.56%
1,616 $254,000
Q1 2023

May 15, 2023

BUY
$136.97 - $147.45 $220,110 - $236,952
1,607 New
1,607 $236,000

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 $259B
  • 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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