A detailed history of Sound Financial Strategies Group, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 3,034 shares of WMT stock, worth $280,645. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,034
Previous 3,365 9.84%
Holding current value
$280,645
Previous $227,000 7.49%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Nov 12, 2024

SELL
$66.91 - $81.4 $22,147 - $26,943
-331 Reduced 9.84%
3,034 $244,000
Q2 2024

Aug 12, 2024

SELL
$58.85 - $68.9 $420,954 - $492,841
-7,153 Reduced 68.01%
3,365 $227,000
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $408,746 - $1.23 Million
6,974 Added 196.78%
10,518 $632,000
Q4 2023

Feb 02, 2024

SELL
$150.86 - $169.78 $355,124 - $399,662
-2,354 Reduced 39.91%
3,544 $558,000
Q3 2023

Nov 06, 2023

SELL
$153.49 - $165.25 $69,070 - $74,362
-450 Reduced 7.09%
5,898 $943,000
Q2 2023

Aug 07, 2023

SELL
$146.06 - $157.73 $106,185 - $114,669
-727 Reduced 10.28%
6,348 $997,000
Q1 2023

May 02, 2023

BUY
$136.97 - $147.45 $586,094 - $630,938
4,279 Added 153.04%
7,075 $1.04 Million
Q4 2022

Jan 30, 2023

BUY
$128.56 - $153.48 $359,453 - $429,130
2,796 New
2,796 $396,000
Q2 2022

Jul 25, 2022

SELL
$118.29 - $159.87 $643,970 - $870,332
-5,444 Closed
0 $0
Q1 2022

May 05, 2022

BUY
$133.53 - $149.87 $726,937 - $815,892
5,444 New
5,444 $811,000
Q1 2021

May 07, 2021

SELL
$127.53 - $148.97 $515,731 - $602,434
-4,044 Closed
0 $0
Q4 2020

Jan 22, 2021

BUY
$138.75 - $152.79 $52,586 - $57,907
379 Added 10.34%
4,044 $583,000
Q3 2020

Oct 19, 2020

SELL
$118.89 - $147.68 $6,657 - $8,270
-56 Reduced 1.5%
3,665 $513,000
Q2 2020

Jul 17, 2020

SELL
$114.14 - $132.33 $114 - $132
-1 Reduced 0.03%
3,721 $446,000
Q1 2020

May 08, 2020

SELL
$104.05 - $122.58 $812,838 - $957,594
-7,812 Reduced 67.73%
3,722 $423,000
Q4 2019

Feb 14, 2020

BUY
$116.12 - $121.28 $1.34 Million - $1.4 Million
11,534 New
11,534 $1.37 Million

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 $251B
  • 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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