A detailed history of Simplicity Wealth,Llc transactions in Walmart Inc. stock. As of the latest transaction made, Simplicity Wealth,Llc holds 52,026 shares of WMT stock, worth $4.54 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
52,026
Previous 189,709 72.58%
Holding current value
$4.54 Million
Previous $12.8 Million 67.29%
% of portfolio
0.41%
Previous 0.3%

Shares

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

Oct 09, 2024

SELL
$66.91 - $81.4 $9.21 Million - $11.2 Million
-137,683 Reduced 72.58%
52,026 $4.2 Million
Q2 2024

Jul 10, 2024

SELL
$58.85 - $68.9 $822,899 - $963,428
-13,983 Reduced 6.86%
189,709 $12.8 Million
Q1 2024

Apr 24, 2024

BUY
$58.61 - $175.86 $11.2 Million - $33.5 Million
190,486 Added 1442.42%
203,692 $12.3 Million
Q4 2023

Jan 29, 2024

BUY
$150.86 - $169.78 $1.01 Million - $1.13 Million
6,682 Added 102.42%
13,206 $2.08 Million
Q3 2023

Oct 19, 2023

BUY
$153.49 - $165.25 $90,252 - $97,167
588 Added 9.91%
6,524 $1.04 Million
Q2 2023

Jul 26, 2023

BUY
$146.06 - $157.73 $66,019 - $71,293
452 Added 8.24%
5,936 $933,000
Q1 2023

Apr 27, 2023

SELL
$136.97 - $147.45 $684 - $737
-5 Reduced 0.09%
5,484 $808,000
Q4 2022

Feb 15, 2023

BUY
$128.56 - $153.48 $12,084 - $14,427
94 Added 1.74%
5,489 $778,000
Q3 2022

Oct 12, 2022

BUY
$121.98 - $139.52 $609 - $697
5 Added 0.09%
5,395 $700,000
Q2 2022

Jul 19, 2022

SELL
$118.29 - $159.87 $11,000 - $14,867
-93 Reduced 1.7%
5,390 $655,000
Q1 2022

May 20, 2022

BUY
$133.53 - $149.87 $732,144 - $821,737
5,483 New
5,483 $817,000

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 $237B
  • 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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