A detailed history of Successful Portfolios LLC transactions in Walmart Inc. stock. As of the latest transaction made, Successful Portfolios LLC holds 52,411 shares of WMT stock, worth $4.57 Million. This represents 2.87% of its overall portfolio holdings.

Number of Shares
52,411
Previous 53,536 2.1%
Holding current value
$4.57 Million
Previous $3.62 Million 16.78%
% of portfolio
2.87%
Previous 2.54%

Shares

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

Oct 09, 2024

SELL
$66.91 - $81.4 $75,273 - $91,575
-1,125 Reduced 2.1%
52,411 $4.23 Million
Q2 2024

Jul 12, 2024

BUY
$58.85 - $68.9 $648,056 - $758,726
11,012 Added 25.9%
53,536 $3.62 Million
Q1 2024

Apr 17, 2024

BUY
$58.61 - $175.86 $1.75 Million - $5.26 Million
29,918 Added 237.33%
42,524 $2.56 Million
Q4 2023

Jan 18, 2024

SELL
$150.86 - $169.78 $16,594 - $18,675
-110 Reduced 0.87%
12,606 $1.99 Million
Q3 2023

Oct 10, 2023

SELL
$153.49 - $165.25 $30,084 - $32,389
-196 Reduced 1.52%
12,716 $2.03 Million
Q2 2023

Jul 20, 2023

SELL
$146.06 - $157.73 $256,189 - $276,658
-1,754 Reduced 11.96%
12,912 $2.03 Million
Q1 2023

Apr 21, 2023

SELL
$136.97 - $147.45 $23,010 - $24,771
-168 Reduced 1.13%
14,666 $2.16 Million
Q4 2022

Jan 27, 2023

BUY
$128.56 - $153.48 $12,470 - $14,887
97 Added 0.66%
14,834 $0
Q3 2022

Oct 12, 2022

SELL
$121.98 - $139.52 $114,661 - $131,148
-940 Reduced 6.0%
14,737 $1.91 Million
Q2 2022

Jul 22, 2022

SELL
$118.29 - $159.87 $21,410 - $28,936
-181 Reduced 1.14%
15,677 $1.91 Million
Q1 2022

Apr 21, 2022

SELL
$133.53 - $149.87 $4,807 - $5,395
-36 Reduced 0.23%
15,858 $2.36 Million
Q4 2021

Jan 26, 2022

BUY
$135.47 - $151.28 $14,088 - $15,733
104 Added 0.66%
15,894 $2.3 Million
Q3 2021

Oct 14, 2021

BUY
$139.32 - $151.45 $33,018 - $35,893
237 Added 1.52%
15,790 $2.2 Million
Q2 2021

Jul 23, 2021

BUY
$135.17 - $142.42 $40,145 - $42,298
297 Added 1.95%
15,553 $2.19 Million
Q1 2021

Apr 20, 2021

BUY
$127.53 - $148.97 $58,791 - $68,675
461 Added 3.12%
15,256 $2.07 Million
Q4 2020

Feb 02, 2021

BUY
$138.75 - $152.79 $8,741 - $9,625
63 Added 0.43%
14,795 $2.13 Million
Q3 2020

Oct 13, 2020

SELL
$118.89 - $147.68 $1,664 - $2,067
-14 Reduced 0.09%
14,732 $2.06 Million
Q2 2020

Jul 13, 2020

SELL
$114.14 - $132.33 $30,475 - $35,332
-267 Reduced 1.78%
14,746 $1.77 Million
Q1 2020

Apr 23, 2020

SELL
$104.05 - $122.58 $10,925 - $12,870
-105 Reduced 0.69%
15,013 $1.71 Million
Q4 2019

Jan 23, 2020

SELL
$116.12 - $121.28 $66,652 - $69,614
-574 Reduced 3.66%
15,118 $1.8 Million
Q3 2019

Oct 11, 2019

BUY
$105.22 - $118.68 $26,725 - $30,144
254 Added 1.65%
15,692 $1.86 Million
Q2 2019

Jul 11, 2019

SELL
$96.94 - $111.24 $9,209 - $10,567
-95 Reduced 0.61%
15,438 $1.71 Million
Q1 2019

Apr 22, 2019

BUY
$92.86 - $102.2 $35,101 - $38,631
378 Added 2.49%
15,533 $1.52 Million
Q4 2018

Jan 14, 2019

BUY
$85.82 - $105.56 $21,798 - $26,812
254 Added 1.7%
15,155 $1.41 Million
Q3 2018

Oct 15, 2018

SELL
$84.0 - $98.64 $52,752 - $61,945
-628 Reduced 4.04%
14,901 $1.4 Million
Q2 2018

Jul 24, 2018

BUY
$82.4 - $88.46 $48,945 - $52,545
594 Added 3.98%
15,529 $1.33 Million
Q1 2018

May 08, 2018

BUY
$85.42 - $109.55 $18,536 - $23,772
217 Added 1.47%
14,935 $1.33 Million
Q4 2017

Feb 09, 2018

BUY
$78.45 - $99.62 $1.15 Million - $1.47 Million
14,718
14,718 $1.45 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 $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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