A detailed history of Jupiter Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 7,340 shares of WMT stock, worth $564,886. This represents 0.23% of its overall portfolio holdings.

Number of Shares
7,340
Previous 4,575 60.44%
Holding current value
$564,886
Previous $275,000 80.36%
% of portfolio
0.23%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$58.85 - $68.9 $162,720 - $190,508
2,765 Added 60.44%
7,340 $496,000
Q1 2024

May 09, 2024

BUY
$58.61 - $175.86 $228,579 - $685,854
3,900 Added 577.78%
4,575 $275,000
Q2 2023

Aug 15, 2023

BUY
$146.06 - $157.73 $98,590 - $106,467
675 New
675 $106,000
Q2 2022

Aug 15, 2022

SELL
$118.29 - $159.87 $79,845 - $107,912
-675 Closed
0 $0
Q1 2022

May 10, 2022

BUY
$133.53 - $149.87 $90,132 - $101,162
675 New
675 $100,000
Q4 2021

Feb 09, 2022

SELL
$135.47 - $151.28 $91,442 - $102,114
-675 Closed
0 $0
Q3 2021

Nov 17, 2021

BUY
$139.32 - $151.45 $94,041 - $102,228
675 New
675 $100,000
Q1 2021

Apr 30, 2021

SELL
$127.53 - $148.97 $255,060 - $297,940
-2,000 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$138.75 - $152.79 $277,500 - $305,580
2,000 New
2,000 $288,000

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 $209B
  • 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 Jupiter Wealth Management LLC Portfolio

Follow Jupiter Wealth Management LLC 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 Jupiter Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jupiter Wealth Management LLC with notifications on news.