A detailed history of Legacy Wealth Planning, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 2,566 shares of WMT stock, worth $211,566. This represents 0.55% of its overall portfolio holdings.

Number of Shares
2,566
Previous 2,566 -0.0%
Holding current value
$211,566
Previous $312,000 6.73%
% of portfolio
0.55%
Previous 0.45%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022

SELL
$118.29 - $159.87 $17,033 - $23,021
-144 Reduced 5.31%
2,566 $312,000
Q1 2022

May 10, 2022

SELL
$133.53 - $149.87 $16,691 - $18,733
-125 Reduced 4.41%
2,710 $404,000
Q4 2021

Feb 14, 2022

SELL
$135.47 - $151.28 $71,392 - $79,724
-527 Reduced 15.68%
2,835 $410,000
Q3 2021

Nov 12, 2021

SELL
$139.32 - $151.45 $69,660 - $75,725
-500 Reduced 12.95%
3,362 $469,000
Q2 2021

Aug 16, 2021

SELL
$135.17 - $142.42 $40,550 - $42,725
-300 Reduced 7.21%
3,862 $545,000
Q1 2021

May 06, 2021

BUY
$127.53 - $148.97 $63,765 - $74,485
500 Added 13.65%
4,162 $565,000
Q4 2020

Feb 12, 2021

BUY
$138.75 - $152.79 $115,578 - $127,274
833 Added 29.45%
3,662 $528,000
Q3 2020

Nov 03, 2020

BUY
$118.89 - $147.68 $35,667 - $44,304
300 Added 11.86%
2,829 $396,000
Q2 2020

Aug 17, 2020

BUY
$114.14 - $132.33 $255,901 - $296,683
2,242 Added 781.18%
2,529 $303,000
Q1 2020

May 18, 2020

SELL
$104.05 - $122.58 $233,280 - $274,824
-2,242 Reduced 88.65%
287 $287,000
Q1 2020

May 18, 2020

BUY
$104.05 - $122.58 $5,202 - $6,129
50 Added 2.02%
2,529 $287,000
Q4 2019

Feb 12, 2020

BUY
$116.12 - $121.28 $287,861 - $300,653
2,479 New
2,479 $295,000

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 $224B
  • 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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