A detailed history of Financial Planning & Information Services, Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 9,950 shares of WMT stock, worth $703,962. This represents 0.09% of its overall portfolio holdings.

Number of Shares
9,950
Previous 3,448 188.57%
Holding current value
$703,962
Previous $551,000 8.53%
% of portfolio
0.09%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$58.61 - $175.86 $381,082 - $1.14 Million
6,502 Added 188.57%
9,950 $598,000
Q2 2023

Aug 11, 2023

SELL
$146.06 - $157.73 $42,649 - $46,057
-292 Reduced 7.81%
3,448 $541,000
Q1 2023

May 02, 2023

BUY
$136.97 - $147.45 $178,334 - $191,979
1,302 Added 53.4%
3,740 $551,000
Q4 2022

Feb 13, 2023

BUY
$128.56 - $153.48 $42,810 - $51,108
333 Added 15.82%
2,438 $345,000
Q3 2022

Oct 25, 2022

BUY
$121.98 - $139.52 $37,203 - $42,553
305 Added 16.94%
2,105 $273,000
Q1 2022

Apr 19, 2022

BUY
$133.53 - $149.87 $240,354 - $269,766
1,800 New
1,800 $268,000

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 $192B
  • 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
Track This Portfolio

Track Financial Planning & Information Services, Inc. Portfolio

Follow Financial Planning & Information Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Planning & Information Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Planning & Information Services, Inc. with notifications on news.