Personal Cfo Solutions, LLC Walmart Inc. Transaction History

Personal Cfo Solutions, LLC

$636 Million
Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 16,924 shares of WMT stock, worth $1.3 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

16,924

Previous 16,960 0.21%

Holding current value

$1.3 Million

Previous $1.02 Million 12.25%

% of portfolio

0.18%

Previous 0.17%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$58.85 - $68.9 $2,118 - $2,480	-36 Reduced 0.21%	16,924 $1.15 Million
Q1 2024 May 13, 2024	BUY	$58.61 - $175.86 $613,588 - $1.84 Million	10,469 Added 161.28%	16,960 $1.02 Million
Q4 2023 Feb 13, 2024	BUY	$150.86 - $169.78 $82,218 - $92,530	545 Added 9.17%	6,491 $1.02 Million
Q3 2023 Nov 13, 2023	BUY	$153.49 - $165.25 $46,507 - $50,070	303 Added 5.37%	5,946 $950,000
Q2 2023 Aug 10, 2023	BUY	$146.06 - $157.73 $29,212 - $31,545	200 Added 3.67%	5,643 $886,000
Q1 2023 May 09, 2023	BUY	$136.97 - $147.45 $22,737 - $24,476	166 Added 3.15%	5,443 $802,000
Q4 2022 Feb 14, 2023	BUY	$128.56 - $153.48 $55,152 - $65,842	429 Added 8.85%	5,277 $748,000
Q3 2022 Nov 01, 2022	BUY	$121.98 - $139.52 $31,836 - $36,414	261 Added 5.69%	4,848 $629,000
Q2 2022 Aug 05, 2022	BUY	$118.29 - $159.87 $18,334 - $24,779	155 Added 3.5%	4,587 $558,000
Q1 2022 May 02, 2022	BUY	$133.53 - $149.87 $7,744 - $8,692	58 Added 1.33%	4,432 $660,000
Q4 2021 Feb 11, 2022	BUY	$135.47 - $151.28 $19,101 - $21,330	141 Added 3.33%	4,374 $633,000
Q3 2021 Nov 18, 2021	BUY	$139.32 - $151.45 $13,514 - $14,690	97 Added 2.35%	4,233 $590,000
Q2 2021 Jul 22, 2021	BUY	$135.17 - $142.42 $93,807 - $98,839	694 Added 20.16%	4,136 $583,000
Q1 2021 Apr 21, 2021	SELL	$127.53 - $148.97 $111,843 - $130,646	-877 Reduced 20.31%	3,442 $468,000
Q4 2020 Feb 09, 2021	BUY	$138.75 - $152.79 $33,161 - $36,516	239 Added 5.86%	4,319 $622,000
Q3 2020 Nov 02, 2020	BUY	$118.89 - $147.68 $68,005 - $84,472	572 Added 16.31%	4,080 $1,000
Q2 2020 Aug 03, 2020	BUY	$114.14 - $132.33 $163,676 - $189,761	1,434 Added 69.14%	3,508 $420,000
Q1 2020 Apr 30, 2020	BUY	$104.05 - $122.58 $215,799 - $254,230	2,074 New	2,074 $236,000

Others Institutions Holding WMT

# of Institutions

3,594

Shares Held

2.71B

Call Options Held

37.4M

Put Options Held

36M

View Full List

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...

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Personal Cfo Solutions, LLC Walmart Inc. Transaction History