A detailed history of Sugarloaf Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 70,356 shares of WMT stock, worth $6.36 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
70,356
Previous 70,486 0.18%
Holding current value
$6.36 Million
Previous $4.77 Million 19.05%
% of portfolio
1.15%
Previous 1.04%

Shares

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

Oct 08, 2024

SELL
$66.91 - $81.4 $8,698 - $10,582
-130 Reduced 0.18%
70,356 $5.68 Million
Q2 2024

Jul 08, 2024

BUY
$58.85 - $68.9 $140,533 - $164,533
2,388 Added 3.51%
70,486 $4.77 Million
Q1 2024

Apr 23, 2024

BUY
$58.61 - $175.86 $2.84 Million - $8.51 Million
48,375 Added 245.27%
68,098 $4.1 Million
Q4 2023

Jan 10, 2024

BUY
$150.86 - $169.78 $224,027 - $252,123
1,485 Added 8.14%
19,723 $3.11 Million
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $1.98 Million - $2.13 Million
12,879 Added 240.32%
18,238 $2.92 Million
Q2 2023

Jul 13, 2023

BUY
$146.06 - $157.73 $32,717 - $35,331
224 Added 4.36%
5,359 $842,000
Q1 2023

Apr 26, 2023

SELL
$136.97 - $147.45 $12,738 - $13,712
-93 Reduced 1.78%
5,135 $757,000
Q4 2022

Feb 03, 2023

SELL
$128.56 - $153.48 $78,678 - $93,929
-612 Reduced 10.48%
5,228 $741,000
Q3 2022

Oct 11, 2022

BUY
$121.98 - $139.52 $82,092 - $93,896
673 Added 13.02%
5,840 $758,000
Q2 2022

Jul 12, 2022

SELL
$118.29 - $159.87 $591 - $799
-5 Reduced 0.1%
5,167 $628,000
Q1 2022

Apr 25, 2022

BUY
$133.53 - $149.87 $1,468 - $1,648
11 Added 0.21%
5,172 $770,000
Q3 2021

Oct 20, 2021

SELL
$139.32 - $151.45 $55,310 - $60,125
-397 Reduced 7.14%
5,161 $719,000
Q2 2021

Jul 20, 2021

BUY
$135.17 - $142.42 $19,869 - $20,935
147 Added 2.72%
5,558 $794,000
Q1 2021

Apr 19, 2021

BUY
$127.53 - $148.97 $1,530 - $1,787
12 Added 0.22%
5,411 $735,000
Q3 2020

Nov 03, 2020

BUY
$118.89 - $147.68 $1,307 - $1,624
11 Added 0.2%
5,399 $755,000
Q2 2020

Jul 21, 2020

BUY
$114.14 - $132.33 $5,364 - $6,219
47 Added 0.88%
5,388 $645,000
Q1 2020

Apr 15, 2020

SELL
$104.05 - $122.58 $8,115 - $9,561
-78 Reduced 1.44%
5,341 $607,000
Q4 2019

Jan 29, 2020

BUY
$116.12 - $121.28 $629,254 - $657,216
5,419 New
5,419 $644,000

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 $245B
  • 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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