A detailed history of Steel Peak Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 50,670 shares of WMT stock, worth $4.48 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
50,670
Previous 44,669 13.43%
Holding current value
$4.48 Million
Previous $3.02 Million 35.28%
% of portfolio
0.18%
Previous 0.14%

Shares

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

Oct 25, 2024

BUY
$66.91 - $81.4 $401,526 - $488,481
6,001 Added 13.43%
50,670 $4.09 Million
Q2 2024

Jul 16, 2024

BUY
$58.85 - $68.9 $1.67 Million - $1.95 Million
28,344 Added 173.62%
44,669 $3.02 Million
Q1 2024

Apr 17, 2024

BUY
$58.61 - $175.86 $226,820 - $680,578
3,870 Added 31.07%
16,325 $982,000
Q4 2023

Jan 23, 2024

SELL
$150.86 - $169.78 $474,303 - $533,788
-3,144 Reduced 20.16%
12,455 $1.96 Million
Q3 2023

Nov 02, 2023

BUY
$153.49 - $165.25 $1.44 Million - $1.55 Million
9,379 Added 150.79%
15,599 $2.49 Million
Q2 2023

Aug 02, 2023

BUY
$146.06 - $157.73 $13,729 - $14,826
94 Added 1.53%
6,220 $977,000
Q1 2023

May 05, 2023

SELL
$136.97 - $147.45 $5.89 Million - $6.34 Million
-42,969 Reduced 87.52%
6,126 $903,000
Q4 2022

Jan 25, 2023

BUY
$128.56 - $153.48 $3.34 Million - $3.99 Million
25,976 Added 112.36%
49,095 $0
Q3 2022

Oct 26, 2022

BUY
$121.98 - $139.52 $323,247 - $369,728
2,650 Added 12.95%
23,119 $3 Million
Q2 2022

Aug 02, 2022

SELL
$118.29 - $159.87 $475,052 - $642,037
-4,016 Reduced 16.4%
20,469 $2.49 Million
Q1 2022

May 10, 2022

SELL
$133.53 - $149.87 $31,246 - $35,069
-234 Reduced 0.95%
24,485 $3.65 Million
Q4 2021

Jan 31, 2022

BUY
$135.47 - $151.28 $172,453 - $192,579
1,273 Added 5.43%
24,719 $3.58 Million
Q3 2021

Nov 15, 2021

SELL
$139.32 - $151.45 $12,956 - $14,084
-93 Reduced 0.4%
23,446 $3.27 Million
Q2 2021

Aug 13, 2021

BUY
$135.17 - $142.42 $368,878 - $388,664
2,729 Added 13.11%
23,539 $3.32 Million
Q1 2021

May 18, 2021

BUY
$127.53 - $148.97 $433,474 - $506,349
3,399 Added 19.52%
20,810 $2.83 Million
Q4 2020

Feb 04, 2021

BUY
$138.75 - $152.79 $391,275 - $430,867
2,820 Added 19.33%
17,411 $2.51 Million
Q3 2020

Oct 26, 2020

SELL
$118.89 - $147.68 $580,896 - $721,564
-4,886 Reduced 25.09%
14,591 $2.04 Million
Q2 2020

Jul 21, 2020

BUY
$114.14 - $132.33 $632,221 - $732,975
5,539 Added 39.74%
19,477 $2.33 Million
Q1 2020

Apr 16, 2020

SELL
$104.05 - $122.58 $366,984 - $432,339
-3,527 Reduced 20.19%
13,938 $1.58 Million
Q4 2019

Feb 06, 2020

BUY
$116.12 - $121.28 $2.03 Million - $2.12 Million
17,465 New
17,465 $2.08 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 $240B
  • 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 Steel Peak Wealth Management LLC Portfolio

Follow Steel Peak Wealth Management 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 Steel Peak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steel Peak Wealth Management LLC with notifications on news.