A detailed history of Summit Financial, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Summit Financial, LLC holds 114,913 shares of WMT stock, worth $8.13 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
114,913
Previous 36,777 212.46%
Holding current value
$8.13 Million
Previous $5.8 Million 19.27%
% of portfolio
0.41%
Previous 0.38%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$58.61 - $175.86 $4.58 Million - $13.7 Million
78,136 Added 212.46%
114,913 $6.91 Million
Q4 2023

Feb 05, 2024

BUY
$150.86 - $169.78 $2.65 Million - $2.98 Million
17,555 Added 91.33%
36,777 $5.8 Million
Q3 2023

Nov 07, 2023

BUY
$153.49 - $165.25 $1.91 Million - $2.05 Million
12,418 Added 182.51%
19,222 $3.07 Million
Q2 2023

Aug 11, 2023

BUY
$146.06 - $157.73 $627,327 - $677,450
4,295 Added 171.18%
6,804 $1.07 Million
Q1 2023

May 03, 2023

BUY
$136.97 - $147.45 $10,820 - $11,648
79 Added 3.25%
2,509 $369,000
Q4 2022

Feb 07, 2023

SELL
$128.56 - $153.48 $119,689 - $142,889
-931 Reduced 27.7%
2,430 $344,000
Q3 2022

Nov 15, 2022

BUY
$121.98 - $139.52 $62,941 - $71,992
516 Added 18.14%
3,361 $436 Million
Q2 2022

Aug 12, 2022

BUY
$118.29 - $159.87 $2,484 - $3,357
21 Added 0.74%
2,845 $345,000
Q1 2022

May 10, 2022

SELL
$133.53 - $149.87 $5,474 - $6,144
-41 Reduced 1.43%
2,824 $420,000
Q4 2021

Feb 07, 2022

BUY
$135.47 - $151.28 $29,532 - $32,979
218 Added 8.24%
2,865 $414,000
Q3 2021

Nov 08, 2021

BUY
$139.32 - $151.45 $44,164 - $48,009
317 Added 13.61%
2,647 $368,000
Q2 2021

Aug 06, 2021

BUY
$135.17 - $142.42 $314,946 - $331,838
2,330 New
2,330 $328,000

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 $192B
  • 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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