A detailed history of Life Plan Financial, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Life Plan Financial, LLC holds 5,666 shares of WMT stock, worth $434,242. This represents 0.35% of its overall portfolio holdings.

Number of Shares
5,666
Previous 5,751 1.48%
Holding current value
$434,242
Previous $346 Million 10.87%
% of portfolio
0.35%
Previous 0.32%

Shares

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

Jul 30, 2024

SELL
$58.85 - $68.9 $5,002 - $5,856
-85 Reduced 1.48%
5,666 $384 Million
Q1 2024

Apr 30, 2024

BUY
$58.61 - $175.86 $224,710 - $674,247
3,834 Added 200.0%
5,751 $346 Million
Q4 2023

Jan 30, 2024

BUY
$150.86 - $169.78 $289,198 - $325,468
1,917 New
1,917 $302 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 $208B
  • 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 Life Plan Financial, LLC Portfolio

Follow Life Plan Financial, 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 Life Plan Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Life Plan Financial, LLC with notifications on news.