A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 2,100 shares of WMT stock, worth $173,145. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,100
Previous 2,800 25.0%
Holding current value
$173,145
Previous $168,000 15.48%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Aug 12, 2024

SELL
$58.85 - $68.9 $41,195 - $48,230
-700 Reduced 25.0%
2,100 $142,000
Q1 2024

May 10, 2024

SELL
$58.61 - $175.86 $31,297 - $93,909
-534 Reduced 16.02%
2,800 $168,000
Q3 2023

Nov 09, 2023

BUY
$153.49 - $165.25 $236,067 - $254,154
1,538 Added 85.63%
3,334 $533,000
Q1 2023

May 11, 2023

SELL
$136.97 - $147.45 $1,780 - $1,916
-13 Reduced 0.72%
1,796 $264,000
Q4 2022

Feb 14, 2023

BUY
$128.56 - $153.48 $25,326 - $30,235
197 Added 12.22%
1,809 $256,000
Q2 2022

Aug 11, 2022

SELL
$118.29 - $159.87 $584,352 - $789,757
-4,940 Reduced 75.4%
1,612 $196,000
Q1 2022

May 12, 2022

BUY
$133.53 - $149.87 $20,029 - $22,480
150 Added 2.34%
6,552 $976,000
Q4 2021

Feb 11, 2022

SELL
$135.47 - $151.28 $76,540 - $85,473
-565 Reduced 8.11%
6,402 $926,000
Q3 2021

Nov 10, 2021

SELL
$139.32 - $151.45 $306,921 - $333,644
-2,203 Reduced 24.02%
6,967 $971,000
Q2 2021

Aug 12, 2021

SELL
$135.17 - $142.42 $262,905 - $277,006
-1,945 Reduced 17.5%
9,170 $1.29 Million
Q1 2021

May 11, 2021

SELL
$127.53 - $148.97 $101,768 - $118,878
-798 Reduced 6.7%
11,115 $1.51 Million
Q4 2020

Feb 11, 2021

BUY
$138.75 - $152.79 $65,906 - $72,575
475 Added 4.15%
11,913 $1.72 Million
Q3 2020

Nov 12, 2020

SELL
$118.89 - $147.68 $285,217 - $354,284
-2,399 Reduced 17.34%
11,438 $1.6 Million
Q2 2020

Aug 10, 2020

BUY
$114.14 - $132.33 $1.4 Million - $1.63 Million
12,300 Added 800.26%
13,837 $1.66 Million
Q1 2020

May 07, 2020

SELL
$104.05 - $122.58 $178,861 - $210,715
-1,719 Reduced 52.79%
1,537 $175,000
Q4 2019

Feb 10, 2020

BUY
$116.12 - $121.28 $81,284 - $84,896
700 Added 27.39%
3,256 $387,000
Q3 2019

Nov 12, 2019

BUY
$105.22 - $118.68 $17,256 - $19,463
164 Added 6.86%
2,556 $303,000
Q2 2019

Aug 12, 2019

BUY
$96.94 - $111.24 $63,011 - $72,306
650 Added 37.31%
2,392 $264,000
Q1 2019

May 10, 2019

BUY
$92.86 - $102.2 $112,546 - $123,866
1,212 Added 228.68%
1,742 $170,000
Q3 2018

Nov 13, 2018

BUY
$84.0 - $98.64 $31,920 - $37,483
380 Added 253.33%
530 $50,000
Q1 2018

May 08, 2018

BUY
$85.42 - $109.55 $12,813 - $16,432
150 New
150 $13,000

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
Track This Portfolio

Track Mark Sheptoff Financial Planning, LLC Portfolio

Follow Mark Sheptoff Financial Planning, 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 Mark Sheptoff Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mark Sheptoff Financial Planning, LLC with notifications on news.