A detailed history of Perfromance Wealth Partners, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 398,794 shares of WMT stock, worth $32.8 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares
398,794
Previous 407,274 2.08%
Holding current value
$32.8 Million
Previous $27.6 Million 16.78%
% of portfolio
1.12%
Previous 1.02%

Shares

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

Oct 10, 2024

SELL
$66.91 - $81.4 $567,396 - $690,272
-8,480 Reduced 2.08%
398,794 $32.2 Million
Q2 2024

Jul 19, 2024

SELL
$58.85 - $68.9 $585,263 - $685,210
-9,945 Reduced 2.38%
407,274 $27.6 Million
Q1 2024

Apr 30, 2024

BUY
$58.61 - $175.86 $16.4 Million - $49.1 Million
279,020 Added 201.9%
417,219 $25.1 Million
Q4 2023

Jan 22, 2024

SELL
$150.86 - $169.78 $238,660 - $268,591
-1,582 Reduced 1.13%
138,199 $21.8 Million
Q3 2023

Oct 30, 2023

BUY
$153.49 - $165.25 $14.1 Million - $15.2 Million
91,965 Added 192.33%
139,781 $22.4 Million
Q2 2023

Jul 13, 2023

BUY
$146.06 - $157.73 $688,672 - $743,696
4,715 Added 10.94%
47,816 $7.52 Million
Q1 2023

Apr 20, 2023

BUY
$136.97 - $147.45 $474,464 - $510,766
3,464 Added 8.74%
43,101 $6.36 Million
Q4 2022

Jan 19, 2023

BUY
$128.56 - $153.48 $721,864 - $861,790
5,615 Added 16.5%
39,637 $0
Q3 2022

Oct 17, 2022

BUY
$121.98 - $139.52 $376,674 - $430,837
3,088 Added 9.98%
34,022 $4.41 Million
Q2 2022

Jul 15, 2022

BUY
$118.29 - $159.87 $341,266 - $461,224
2,885 Added 10.29%
30,934 $3.76 Million
Q1 2022

Apr 21, 2022

SELL
$133.53 - $149.87 $121,912 - $136,831
-913 Reduced 3.15%
28,049 $4.18 Million
Q4 2021

Feb 03, 2022

BUY
$135.47 - $151.28 $3.92 Million - $4.38 Million
28,962 New
28,962 $4.19 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 $223B
  • 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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