Walled Lake Planning & Wealth Management, LLC Walmart Inc. Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q1 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$135.47 - $151.28 $149,965 - $167,466	-1,107 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$139.32 - $151.45 $557 - $605	4 Added 0.36%	1,107 $154,000
Q2 2021 Aug 16, 2021	BUY	$135.17 - $142.42 $946 - $996	7 Added 0.64%	1,103 $156,000
Q1 2021 May 17, 2021	BUY	$127.53 - $148.97 $382 - $446	3 Added 0.27%	1,096 $149,000
Q4 2020 Feb 19, 2021	SELL	$138.75 - $152.79 $3,885 - $4,278	-28 Reduced 2.5%	1,093 $158,000

Q3 2020 Nov 13, 2020	BUY	$118.89 - $147.68 $356 - $443	3 Added 0.27%	1,121 $157,000
Q2 2020 Aug 18, 2020	SELL	$114.14 - $132.33 $10,500 - $12,174	-92 Reduced 7.6%	1,118 $134,000
Q1 2020 May 15, 2020	BUY	$104.05 - $122.58 $13,734 - $16,180	132 Added 12.24%	1,210 $137,000
Q4 2019 May 15, 2020	BUY	$116.12 - $121.28 $125,177 - $130,739	1,078 New	1,078 $128,000

Others Institutions Holding WMT

# of Institutions

3,450

Shares Held

2.6B

Call Options Held

45.2M

Put Options Held

38.2M

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About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $185B
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...

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