Wealth Dimensions Group, Ltd. Walmart Inc. Transaction History

Wealth Dimensions Group, Ltd.

$394 Million
Q3 2024

A detailed history of Wealth Dimensions Group, Ltd. transactions in Walmart Inc. stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 7,592 shares of WMT stock, worth $703,626. This represents 0.16% of its overall portfolio holdings.

Number of Shares

7,592

Previous 7,520 0.96%

Holding current value

$703,626

Previous $509,000 20.43%

% of portfolio

0.16%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$66.91 - $81.4 $4,817 - $5,860	72 Added 0.96%	7,592 $613,000
Q2 2024 Aug 09, 2024	BUY	$58.85 - $68.9 $13,064 - $15,295	222 Added 3.04%	7,520 $509,000
Q1 2024 May 09, 2024	BUY	$58.61 - $175.86 $286,427 - $859,427	4,887 Added 202.7%	7,298 $439,000
Q4 2023 Feb 09, 2024	SELL	$150.86 - $169.78 $44,503 - $50,085	-295 Reduced 10.9%	2,411 $380,000
Q3 2023 Nov 14, 2023	BUY	$153.49 - $165.25 $5,679 - $6,114	37 Added 1.39%	2,706 $432,000
Q2 2023 Aug 14, 2023	BUY	$146.06 - $157.73 $146 - $157	1 Added 0.04%	2,669 $419,000
Q1 2023 May 09, 2023	SELL	$136.97 - $147.45 $16,847 - $18,136	-123 Reduced 4.41%	2,668 $393,000
Q4 2022 Feb 10, 2023	BUY	$128.56 - $153.48 $60,808 - $72,596	473 Added 20.41%	2,791 $395,000
Q3 2022 Nov 10, 2022	SELL	$121.98 - $139.52 $3,415 - $3,906	-28 Reduced 1.19%	2,318 $301,000
Q2 2022 Aug 05, 2022	BUY	$118.29 - $159.87 $2,247 - $3,037	19 Added 0.82%	2,346 $285,000
Q4 2021 Feb 04, 2022	SELL	$135.47 - $151.28 $7,044 - $7,866	-52 Reduced 2.19%	2,327 $337,000
Q3 2021 Nov 03, 2021	BUY	$139.32 - $151.45 $1,114 - $1,211	8 Added 0.34%	2,379 $332,000
Q2 2021 Aug 12, 2021	BUY	$135.17 - $142.42 $2,433 - $2,563	18 Added 0.76%	2,371 $334,000
Q1 2021 May 13, 2021	SELL	$127.53 - $148.97 $2,933 - $3,426	-23 Reduced 0.97%	2,353 $320,000
Q4 2020 Feb 17, 2021	BUY	$138.75 - $152.79 $329,670 - $363,029	2,376 New	2,376 $342,000

Others Institutions Holding WMT

# of Institutions

3,801

Shares Held

2.62B

Call Options Held

50.2M

Put Options Held

43.1M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $252B
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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Wealth Dimensions Group, Ltd. Walmart Inc. Transaction History