A detailed history of Jeppson Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 29,426 shares of WMT stock, worth $2.69 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares
29,426
Previous 29,679 0.85%
Holding current value
$2.69 Million
Previous $2.01 Million 18.27%
% of portfolio
0.85%
Previous 0.77%

Shares

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

Nov 04, 2024

SELL
$66.91 - $81.4 $16,928 - $20,594
-253 Reduced 0.85%
29,426 $2.38 Million
Q1 2024

Apr 17, 2024

BUY
$58.61 - $175.86 $1.15 Million - $3.45 Million
19,646 Added 195.81%
29,679 $1.79 Million
Q3 2023

Oct 25, 2023

BUY
$153.49 - $165.25 $13,507 - $14,542
88 Added 0.88%
10,033 $1.6 Million
Q2 2023

Jul 31, 2023

SELL
$146.06 - $157.73 $10,224 - $11,041
-70 Reduced 0.7%
9,945 $1.56 Million
Q1 2023

Apr 27, 2023

SELL
$136.97 - $147.45 $1,369 - $1,474
-10 Reduced 0.1%
10,015 $1.48 Million
Q3 2022

Oct 20, 2022

SELL
$121.98 - $139.52 $18,297 - $20,928
-150 Reduced 1.47%
10,025 $1.3 Million
Q2 2022

Aug 03, 2022

BUY
$118.29 - $159.87 $60,327 - $81,533
510 Added 5.28%
10,175 $1.24 Million
Q1 2022

Apr 27, 2022

BUY
$133.53 - $149.87 $2,937 - $3,297
22 Added 0.23%
9,665 $1.44 Million
Q4 2021

Jan 19, 2022

SELL
$135.47 - $151.28 $33,190 - $37,063
-245 Reduced 2.48%
9,643 $1.4 Million
Q2 2021

Jul 20, 2021

SELL
$135.17 - $142.42 $675 - $712
-5 Reduced 0.05%
9,888 $1.39 Million
Q1 2021

May 19, 2021

SELL
$127.53 - $148.97 $3,570 - $4,171
-28 Reduced 0.28%
9,893 $1.34 Million
Q4 2020

Mar 05, 2021

SELL
$138.75 - $152.79 $33,577 - $36,975
-242 Reduced 2.38%
9,921 $1.43 Million
Q3 2020

Nov 19, 2020

BUY
$118.89 - $147.68 $1.21 Million - $1.5 Million
10,163 New
10,163 $1.42 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 $248B
  • 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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