A detailed history of Holistic Planning, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 26,450 shares of WMT stock, worth $2.57 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
26,450
Previous 20,013 32.16%
Holding current value
$2.57 Million
Previous $1.81 Billion 28.42%
% of portfolio
0.79%
Previous 0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$84.5 - $105.05 $543,926 - $676,206
6,437 Added 32.16%
26,450 $2.32 Billion
Q4 2024

Jan 24, 2025

BUY
$79.1 - $95.7 $13,842 - $16,747
175 Added 0.88%
20,013 $1.81 Billion
Q3 2024

Nov 01, 2024

BUY
$66.91 - $81.4 $563,716 - $685,795
8,425 Added 73.82%
19,838 $1.6 Billion
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 $264B
  • 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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