A detailed history of Plan Group Financial, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Plan Group Financial, LLC holds 13,498 shares of WMT stock, worth $1.22 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
13,498
Previous 13,497 0.01%
Holding current value
$1.22 Million
Previous $913,000 19.28%
% of portfolio
0.58%
Previous 0.56%

Shares

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

Oct 22, 2024

BUY
$66.91 - $81.4 $66 - $81
1 Added 0.01%
13,498 $1.09 Million
Q2 2024

Aug 05, 2024

SELL
$58.85 - $68.9 $25,187 - $29,489
-428 Reduced 3.07%
13,497 $913,000
Q1 2024

Apr 26, 2024

BUY
$58.61 - $175.86 $816,144 - $2.45 Million
13,925 New
13,925 $837,000
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $302,221 - $325,377
1,969 New
1,969 $314,000

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 $245B
  • 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 Plan Group Financial, LLC Portfolio

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

News

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