A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 5,405 shares of WMT stock, worth $421,860. This represents 0.82% of its overall portfolio holdings.

Number of Shares
5,405
Previous 4,981 8.51%
Holding current value
$421,860
Previous $734,000 15.67%
% of portfolio
0.82%
Previous 0.88%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023

BUY
$146.06 - $157.73 $61,929 - $66,877
424 Added 8.51%
5,405 $849,000
Q1 2023

Apr 11, 2023

BUY
$136.97 - $147.45 $62,869 - $67,679
459 Added 10.15%
4,981 $734,000
Q4 2022

Feb 09, 2023

BUY
$128.56 - $153.48 $122,003 - $145,652
949 Added 26.56%
4,522 $641,000
Q3 2022

Oct 19, 2022

SELL
$121.98 - $139.52 $685,283 - $783,823
-5,618 Reduced 61.13%
3,573 $463,000
Q2 2022

Sep 22, 2022

SELL
$118.29 - $159.87 $29,454 - $39,807
-249 Reduced 2.64%
9,191 $1.1 Million
Q1 2022

May 06, 2022

BUY
$133.53 - $149.87 $61,690 - $69,239
462 Added 5.15%
9,440 $1.41 Million
Q4 2021

Feb 02, 2022

BUY
$135.47 - $151.28 $56,220 - $62,781
415 Added 4.85%
8,978 $1.3 Million
Q3 2021

Oct 19, 2021

BUY
$139.32 - $151.45 $56,563 - $61,488
406 Added 4.98%
8,563 $1.19 Million
Q2 2021

Jul 22, 2021

BUY
$135.17 - $142.42 $46,092 - $48,565
341 Added 4.36%
8,157 $1.15 Million
Q1 2021

Apr 21, 2021

BUY
$127.53 - $148.97 $29,586 - $34,561
232 Added 3.06%
7,816 $1.09 Million
Q4 2020

Feb 02, 2021

BUY
$138.75 - $152.79 $148,740 - $163,790
1,072 Added 16.46%
7,584 $1.09 Million
Q3 2020

Oct 13, 2020

BUY
$118.89 - $147.68 $192,364 - $238,946
1,618 Added 33.06%
6,512 $918,000
Q2 2020

Sep 08, 2020

SELL
$114.14 - $132.33 $304,068 - $352,527
-2,664 Reduced 35.25%
4,894 $552,000
Q1 2020

Apr 27, 2020

SELL
$104.05 - $122.58 $886,297 - $1.04 Million
-8,518 Reduced 52.99%
7,558 $824,000
Q4 2019

Feb 27, 2020

BUY
$116.12 - $121.28 $1.87 Million - $1.95 Million
16,076 New
16,076 $1.9 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 $212B
  • 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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