A detailed history of Wealthspan Partners, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Wealthspan Partners, LLC holds 17,846 shares of WMT stock, worth $1.58 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
17,846
Previous 17,763 0.47%
Holding current value
$1.58 Million
Previous $1.2 Million 19.88%
% of portfolio
0.73%
Previous 0.67%

Shares

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

Nov 04, 2024

BUY
$66.91 - $81.4 $5,553 - $6,756
83 Added 0.47%
17,846 $1.44 Million
Q2 2024

Jul 19, 2024

SELL
$58.85 - $68.9 $1,588 - $1,860
-27 Reduced 0.15%
17,763 $1.2 Million
Q1 2024

Apr 29, 2024

BUY
$58.61 - $175.86 $703,378 - $2.11 Million
12,001 Added 207.31%
17,790 $1.07 Million
Q1 2023

Apr 21, 2023

SELL
$136.97 - $147.45 $9,587 - $10,321
-70 Reduced 1.19%
5,789 $853,000
Q4 2021

Feb 15, 2022

BUY
$135.47 - $151.28 $793,718 - $886,349
5,859 New
5,859 $848,000

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 $240B
  • 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
Track This Portfolio

Track Wealthspan Partners, LLC Portfolio

Follow Wealthspan Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthspan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspan Partners, LLC with notifications on news.