A detailed history of Regent Peak Wealth Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Regent Peak Wealth Advisors LLC holds 17,099 shares of WMT stock, worth $1.41 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
17,099
Previous 16,992 0.63%
Holding current value
$1.41 Million
Previous $1.15 Million 20.0%
% of portfolio
0.31%
Previous 0.28%

Shares

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

Oct 16, 2024

BUY
$66.91 - $81.4 $7,159 - $8,709
107 Added 0.63%
17,099 $1.38 Million
Q2 2024

Aug 14, 2024

BUY
$58.85 - $68.9 $8,886 - $10,403
151 Added 0.9%
16,992 $1.15 Million
Q1 2024

May 01, 2024

BUY
$58.61 - $175.86 $667,040 - $2 Million
11,381 Added 208.44%
16,841 $1.01 Million
Q4 2023

Jan 23, 2024

BUY
$150.86 - $169.78 $29,719 - $33,446
197 Added 3.74%
5,460 $860,000
Q3 2023

Nov 03, 2023

BUY
$153.49 - $165.25 $3,069 - $3,305
20 Added 0.38%
5,263 $841,000
Q2 2023

Jul 19, 2023

SELL
$146.06 - $157.73 $18,987 - $20,504
-130 Reduced 2.42%
5,243 $824,000
Q1 2023

Apr 24, 2023

BUY
$136.97 - $147.45 $2,054 - $2,211
15 Added 0.28%
5,373 $792,000
Q4 2022

Feb 08, 2023

BUY
$128.56 - $153.48 $17,484 - $20,873
136 Added 2.6%
5,358 $759,000
Q3 2022

Nov 14, 2022

BUY
$121.98 - $139.52 $49,889 - $57,063
409 Added 8.5%
5,222 $677,000
Q2 2022

Aug 11, 2022

SELL
$118.29 - $159.87 $27,561 - $37,249
-233 Reduced 4.62%
4,813 $585,000
Q1 2022

May 03, 2022

BUY
$133.53 - $149.87 $19,895 - $22,330
149 Added 3.04%
5,046 $752,000
Q4 2021

Feb 11, 2022

BUY
$135.47 - $151.28 $13,411 - $14,976
99 Added 2.06%
4,897 $709,000
Q3 2021

Nov 08, 2021

SELL
$139.32 - $151.45 $1,671 - $1,817
-12 Reduced 0.25%
4,798 $669,000
Q2 2021

Aug 16, 2021

SELL
$135.17 - $142.42 $24,465 - $25,778
-181 Reduced 3.63%
4,810 $686,000
Q1 2021

Apr 28, 2021

BUY
$127.53 - $148.97 $7,524 - $8,789
59 Added 1.2%
4,991 $677,000
Q4 2020

Feb 12, 2021

BUY
$138.75 - $152.79 $142,635 - $157,068
1,028 Added 26.33%
4,932 $711,000
Q3 2020

Nov 04, 2020

SELL
$118.89 - $147.68 $26,393 - $32,784
-222 Reduced 5.38%
3,904 $546,000
Q2 2020

Aug 05, 2020

BUY
$114.14 - $132.33 $75,104 - $87,073
658 Added 18.97%
4,126 $494,000
Q1 2020

Apr 27, 2020

SELL
$104.05 - $122.58 $6,243 - $7,354
-60 Reduced 1.7%
3,468 $394,000
Q4 2019

Feb 14, 2020

BUY
$116.12 - $121.28 $409,671 - $427,875
3,528 New
3,528 $419,000

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
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