A detailed history of Plan Group Financial, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Plan Group Financial, LLC holds 23,035 shares of WMT stock, worth $2.37 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
23,035
Previous 20,844 10.51%
Holding current value
$2.37 Million
Previous $2.04 Million 16.44%
% of portfolio
0.67%
Previous 0.69%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$94.4 - $104.27 $206,830 - $228,455
2,191 Added 10.51%
23,035 $2.37 Million
Q2 2025

Aug 13, 2025

BUY
$81.79 - $99.98 $572 - $699
7 Added 0.03%
20,844 $2.04 Million
Q1 2025

May 09, 2025

BUY
$84.5 - $105.05 $620,145 - $770,961
7,339 Added 54.37%
20,837 $1.83 Million
Q3 2024

Oct 22, 2024

BUY
$66.91 - $81.4 $66 - $81
1 Added 0.01%
13,498 $1.09 Million
Q2 2024

Aug 05, 2024

SELL
$58.85 - $68.9 $25,187 - $29,489
-428 Reduced 3.07%
13,497 $913,000
Q1 2024

Apr 26, 2024

BUY
$58.61 - $175.86 $816,144 - $2.45 Million
13,925 New
13,925 $837,000
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $302,221 - $325,377
1,969 New
1,969 $314,000

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 $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...
More about WMT
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