A detailed history of Walled Lake Planning & Wealth Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Walled Lake Planning & Wealth Management, LLC holds 3,181 shares of WMT stock, worth $262,273. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,181
Holding current value
$262,273
% of portfolio
0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$58.85 - $68.9 $187,201 - $219,170
3,181 New
3,181 $215,000
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

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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