A detailed history of Principle Wealth Partners LLC transactions in Walmart Inc. stock. As of the latest transaction made, Principle Wealth Partners LLC holds 18,945 shares of WMT stock, worth $1.56 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
18,945
Previous 18,687 1.38%
Holding current value
$1.56 Million
Previous $1.12 Million 14.06%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Aug 13, 2024

BUY
$58.85 - $68.9 $15,183 - $17,776
258 Added 1.38%
18,945 $1.28 Million
Q1 2024

Apr 23, 2024

BUY
$58.61 - $175.86 $732,742 - $2.2 Million
12,502 Added 202.13%
18,687 $1.12 Million
Q3 2023

Nov 01, 2023

BUY
$153.49 - $165.25 $8,134 - $8,758
53 Added 0.86%
6,185 $989,000
Q2 2023

Jul 31, 2023

BUY
$146.06 - $157.73 $75,951 - $82,019
520 Added 9.27%
6,132 $963,000
Q4 2022

Feb 02, 2023

BUY
$128.56 - $153.48 $1,028 - $1,227
8 Added 0.14%
5,612 $795,000
Q3 2022

Nov 14, 2022

SELL
$121.98 - $139.52 $86,361 - $98,780
-708 Reduced 11.22%
5,604 $727,000
Q2 2022

Aug 02, 2022

SELL
$118.29 - $159.87 $79,372 - $107,272
-671 Reduced 9.61%
6,312 $767,000
Q1 2022

May 12, 2022

SELL
$133.53 - $149.87 $37,388 - $41,963
-280 Reduced 3.86%
6,983 $1.04 Million
Q4 2021

Feb 11, 2022

SELL
$135.47 - $151.28 $15,172 - $16,943
-112 Reduced 1.52%
7,263 $1.05 Million
Q3 2021

Nov 16, 2021

SELL
$139.32 - $151.45 $5,433 - $5,906
-39 Reduced 0.53%
7,375 $1.03 Million
Q2 2021

Aug 13, 2021

BUY
$135.17 - $142.42 $50,418 - $53,122
373 Added 5.3%
7,414 $1.05 Million
Q1 2021

May 18, 2021

BUY
$127.53 - $148.97 $162,728 - $190,085
1,276 Added 22.13%
7,041 $956,000
Q4 2020

Feb 16, 2021

BUY
$138.75 - $152.79 $799,893 - $880,834
5,765 New
5,765 $831,000
Q3 2020

Nov 16, 2020

SELL
$118.89 - $147.68 $81,677 - $101,456
-687 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$114.14 - $132.33 $78,414 - $90,910
687 New
687 $82,000

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 Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners 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 Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.