A detailed history of Summit Place Financial Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Summit Place Financial Advisors, LLC holds 48,163 shares of WMT stock, worth $3.97 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
48,163
Previous 52,643 8.51%
Holding current value
$3.97 Million
Previous $3.56 Million 9.12%
% of portfolio
2.28%
Previous 2.2%

Shares

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

Oct 24, 2024

SELL
$66.91 - $81.4 $299,756 - $364,672
-4,480 Reduced 8.51%
48,163 $3.89 Million
Q2 2024

Jul 25, 2024

SELL
$58.85 - $68.9 $3,236 - $3,789
-55 Reduced 0.1%
52,643 $3.56 Million
Q1 2024

Apr 30, 2024

BUY
$58.61 - $175.86 $2.02 Million - $6.05 Million
34,418 Added 188.28%
52,698 $3.17 Million
Q4 2023

Feb 07, 2024

BUY
$150.86 - $169.78 $195,816 - $220,374
1,298 Added 7.64%
18,280 $2.88 Million
Q3 2023

Nov 08, 2023

SELL
$153.49 - $165.25 $168,685 - $181,609
-1,099 Reduced 6.08%
16,982 $2.72 Million
Q2 2023

Aug 04, 2023

SELL
$146.06 - $157.73 $36,661 - $39,590
-251 Reduced 1.37%
18,081 $2.84 Million
Q1 2023

Apr 28, 2023

BUY
$136.97 - $147.45 $171,212 - $184,312
1,250 Added 7.32%
18,332 $2.7 Million
Q4 2022

Jan 26, 2023

BUY
$128.56 - $153.48 $297,230 - $354,845
2,312 Added 15.65%
17,082 $0
Q3 2022

Oct 31, 2022

BUY
$121.98 - $139.52 $12,198 - $13,952
100 Added 0.68%
14,770 $1.92 Million
Q2 2022

Aug 04, 2022

BUY
$118.29 - $159.87 $270,884 - $366,102
2,290 Added 18.5%
14,670 $1.78 Million
Q1 2022

May 04, 2022

BUY
$133.53 - $149.87 $1.65 Million - $1.86 Million
12,380 New
12,380 $1.84 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 $224B
  • 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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