A detailed history of Holistic Planning, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Holistic Planning, LLC holds 19,838 shares of WMT stock, worth $1.84 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares
19,838
Previous 11,413 73.82%
Holding current value
$1.84 Million
Previous $687 Million 133.26%
% of portfolio
0.68%
Previous 0.53%

Shares

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

Nov 01, 2024

BUY
$66.91 - $81.4 $563,716 - $685,795
8,425 Added 73.82%
19,838 $1.6 Billion
Q1 2024

May 01, 2024

BUY
$58.61 - $175.86 $448,190 - $1.34 Million
7,647 Added 203.05%
11,413 $687 Million
Q4 2023

Feb 14, 2024

BUY
$150.86 - $169.78 $568,138 - $639,391
3,766 New
3,766 $594 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 $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...
More about WMT
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, 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 Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.