Mark Sheptoff Financial Planning, LLC Walmart Inc. Transaction History

Mark Sheptoff Financial Planning, LLC

$197 Million
Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 2,950 shares of WMT stock, worth $303,702. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,950

Previous 2,883 2.32%

Holding current value

$303,702

Previous $281,000 8.19%

% of portfolio

0.15%

Previous 0.16%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$94.4 - $104.27 $6,324 - $6,986	67 Added 2.32%	2,950 $304,000
Q2 2025 Aug 06, 2025	BUY	$81.79 - $99.98 $2,699 - $3,299	33 Added 1.16%	2,883 $281,000
Q4 2024 Feb 11, 2025	BUY	$79.1 - $95.7 $59,324 - $71,775	750 Added 35.71%	2,850 $257,000
Q2 2024 Aug 12, 2024	SELL	$58.85 - $68.9 $41,195 - $48,230	-700 Reduced 25.0%	2,100 $142,000
Q1 2024 May 10, 2024	SELL	$58.61 - $175.86 $31,297 - $93,909	-534 Reduced 16.02%	2,800 $168,000

Q3 2023 Nov 09, 2023	BUY	$153.49 - $165.25 $236,067 - $254,154	1,538 Added 85.63%	3,334 $533,000
Q1 2023 May 11, 2023	SELL	$136.97 - $147.45 $1,780 - $1,916	-13 Reduced 0.72%	1,796 $264,000
Q4 2022 Feb 14, 2023	BUY	$128.56 - $153.48 $25,326 - $30,235	197 Added 12.22%	1,809 $256,000
Q2 2022 Aug 11, 2022	SELL	$118.29 - $159.87 $584,352 - $789,757	-4,940 Reduced 75.4%	1,612 $196,000
Q1 2022 May 12, 2022	BUY	$133.53 - $149.87 $20,029 - $22,480	150 Added 2.34%	6,552 $976,000
Q4 2021 Feb 11, 2022	SELL	$135.47 - $151.28 $76,540 - $85,473	-565 Reduced 8.11%	6,402 $926,000
Q3 2021 Nov 10, 2021	SELL	$139.32 - $151.45 $306,921 - $333,644	-2,203 Reduced 24.02%	6,967 $971,000
Q2 2021 Aug 12, 2021	SELL	$135.17 - $142.42 $262,905 - $277,006	-1,945 Reduced 17.5%	9,170 $1.29 Million
Q1 2021 May 11, 2021	SELL	$127.53 - $148.97 $101,768 - $118,878	-798 Reduced 6.7%	11,115 $1.51 Million
Q4 2020 Feb 11, 2021	BUY	$138.75 - $152.79 $65,906 - $72,575	475 Added 4.15%	11,913 $1.72 Million
Q3 2020 Nov 12, 2020	SELL	$118.89 - $147.68 $285,217 - $354,284	-2,399 Reduced 17.34%	11,438 $1.6 Million
Q2 2020 Aug 10, 2020	BUY	$114.14 - $132.33 $1.4 Million - $1.63 Million	12,300 Added 800.26%	13,837 $1.66 Million
Q1 2020 May 07, 2020	SELL	$104.05 - $122.58 $178,861 - $210,715	-1,719 Reduced 52.79%	1,537 $175,000
Q4 2019 Feb 10, 2020	BUY	$116.12 - $121.28 $81,284 - $84,896	700 Added 27.39%	3,256 $387,000
Q3 2019 Nov 12, 2019	BUY	$105.22 - $118.68 $17,256 - $19,463	164 Added 6.86%	2,556 $303,000
Q2 2019 Aug 12, 2019	BUY	$96.94 - $111.24 $63,011 - $72,306	650 Added 37.31%	2,392 $264,000
Q1 2019 May 10, 2019	BUY	$92.86 - $102.2 $112,546 - $123,866	1,212 Added 228.68%	1,742 $170,000
Q3 2018 Nov 13, 2018	BUY	$84.0 - $98.64 $31,920 - $37,483	380 Added 253.33%	530 $50,000
Q1 2018 May 08, 2018	BUY	$85.42 - $109.55 $12,813 - $16,432	150 New	150 $13,000

Others Institutions Holding WMT

# of Institutions

4,588

Shares Held

2.77B

Call Options Held

39.1M

Put Options Held

34.8M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $279B
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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Mark Sheptoff Financial Planning, LLC Walmart Inc. Transaction History