A detailed history of Wealth Plan Investment Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 208,937 shares of WMT stock, worth $19.3 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
208,937
Previous 185,976 12.35%
Holding current value
$19.3 Million
Previous $12.6 Million 33.98%
% of portfolio
1.83%
Previous 2.05%

Shares

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

Nov 05, 2024

BUY
$66.91 - $81.4 $1.54 Million - $1.87 Million
22,961 Added 12.35%
208,937 $16.9 Million
Q2 2024

Aug 09, 2024

BUY
$58.85 - $68.9 $304,489 - $356,488
5,174 Added 2.86%
185,976 $12.6 Million
Q1 2024

May 16, 2024

BUY
$58.61 - $175.86 $7.93 Million - $23.8 Million
135,281 Added 297.18%
180,802 $10.9 Million
Q4 2023

Jan 05, 2024

BUY
$150.86 - $169.78 $177,109 - $199,321
1,174 Added 2.65%
45,521 $7.18 Million
Q3 2023

Nov 15, 2023

SELL
$153.49 - $165.25 $194,011 - $208,876
-1,264 Reduced 2.77%
44,347 $7.09 Million
Q3 2023

Nov 09, 2023

BUY
$153.49 - $165.25 $5.79 Million - $6.24 Million
37,732 Added 478.89%
45,611 $7.29 Million
Q2 2023

Aug 14, 2023

SELL
$146.06 - $157.73 $1.84 Million - $1.99 Million
-12,605 Reduced 61.54%
7,879 $1.24 Million
Q2 2023

Jul 25, 2023

BUY
$146.06 - $157.73 $2.93 Million - $3.17 Million
20,094 Added 5152.31%
20,484 $3.22 Million
Q1 2023

May 08, 2023

SELL
$136.97 - $147.45 $1.28 Million - $1.37 Million
-9,324 Reduced 95.99%
390 $57,000
Q4 2022

Feb 15, 2023

BUY
$128.56 - $153.48 $42,296 - $50,494
329 Added 3.51%
9,714 $1.38 Million
Q3 2022

Dec 12, 2022

BUY
$121.98 - $139.52 $152,596 - $174,539
1,251 Added 15.38%
9,385 $1.4 Million
Q1 2022

Sep 07, 2022

BUY
$133.53 - $149.87 $1.09 Million - $1.22 Million
8,134 New
8,134 $1.24 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 $250B
  • 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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