Peterson Wealth Management Walmart Inc. Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

A detailed history of Peterson Wealth Management transactions in Walmart Inc. stock. As of the latest transaction made, Peterson Wealth Management holds 46,562 shares of WMT stock, worth $4.33 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

46,562

Previous 59,191 21.34%

Holding current value

$4.33 Million

Previous $4.01 Million 6.19%

% of portfolio

2.4%

Previous 2.48%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$66.91 - $81.4 $845,006 - $1.03 Million	-12,629 Reduced 21.34%	46,562 $3.76 Million
Q2 2024 Aug 05, 2024	BUY	$58.85 - $68.9 $514,054 - $601,841	8,735 Added 17.31%	59,191 $4.01 Million
Q1 2024 May 15, 2024	BUY	$58.61 - $175.86 $2.22 Million - $6.67 Million	37,955 Added 303.62%	50,456 $3.04 Million
Q4 2023 Feb 22, 2024	BUY	$150.86 - $169.78 $557,125 - $626,997	3,693 Added 41.93%	12,501 $1.97 Million
Q3 2023 Nov 14, 2023	BUY	$153.49 - $165.25 $451,567 - $486,165	2,942 Added 50.15%	8,808 $1.41 Million
Q2 2023 Aug 17, 2023	BUY	$146.06 - $157.73 $54,042 - $58,360	370 Added 6.73%	5,866 $922,000
Q1 2023 Aug 17, 2023	BUY	$136.97 - $147.45 $228,328 - $245,799	1,667 Added 43.54%	5,496 $810,000
Q4 2022 Feb 07, 2023	BUY	$128.56 - $153.48 $1,542 - $1,841	12 Added 0.31%	3,829 $542,000
Q3 2022 Oct 13, 2022	BUY	$121.98 - $139.52 $465,597 - $532,547	3,817 New	3,817 $495,000
Q2 2022 Aug 03, 2022	SELL	$118.29 - $159.87 $1.01 Million - $1.37 Million	-8,566 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$133.53 - $149.87 $488,986 - $548,823	-3,662 Reduced 29.95%	8,566 $1.28 Million
Q4 2021 Feb 09, 2022	BUY	$135.47 - $151.28 $74,102 - $82,750	547 Added 4.68%	12,228 $1.77 Million
Q3 2021 Nov 12, 2021	BUY	$139.32 - $151.45 $28,421 - $30,895	204 Added 1.78%	11,681 $1.63 Million
Q2 2021 Aug 03, 2021	SELL	$135.17 - $142.42 $210,054 - $221,320	-1,554 Reduced 11.93%	11,477 $1.62 Million
Q1 2021 Apr 19, 2021	BUY	$127.53 - $148.97 $481,298 - $562,212	3,774 Added 40.77%	13,031 $1.77 Million
Q4 2020 Mar 10, 2021	BUY	$138.75 - $152.79 $217,976 - $240,033	1,571 Added 20.44%	9,257 $1.33 Million
Q3 2020 Nov 03, 2020	BUY	$118.89 - $147.68 $314,464 - $390,613	2,645 Added 52.47%	7,686 $1.08 Million
Q2 2020 Jul 22, 2020	BUY	$114.14 - $132.33 $301,900 - $350,012	2,645 Added 110.39%	5,041 $604,000
Q1 2020 Apr 23, 2020	BUY	$104.05 - $122.58 $54,001 - $63,619	519 Added 27.65%	2,396 $272,000
Q4 2019 Jan 17, 2020	BUY	$116.12 - $121.28 $217,957 - $227,642	1,877 New	1,877 $218,000

Others Institutions Holding WMT

# of Institutions

3,848

Shares Held

2.61B

Call Options Held

50.2M

Put Options Held

43.1M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $253B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Peterson Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Peterson Wealth Management with notifications on news.

Account

Peterson Wealth Management Walmart Inc. Transaction History