A detailed history of Holistic Planning, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 11,413 shares of WMT stock, worth $902,768. This represents 0.53% of its overall portfolio holdings.

Number of Shares
11,413
Previous 11,413 -0.0%
Holding current value
$902,768
Previous $687 Million -0.0%
% of portfolio
0.53%
Previous 0.52%

Shares

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

May 01, 2024

BUY
$58.61 - $175.86 $448,190 - $1.34 Million
7,647 Added 203.05%
11,413 $687 Million
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $568,138 - $639,391
3,766 New
3,766 $594 Million

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 $215B
  • 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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