A detailed history of Rkl Wealth Management LLC transactions in Walmart Inc. stock. As of the latest transaction made, Rkl Wealth Management LLC holds 29,382 shares of WMT stock, worth $2.72 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
29,382
Previous 26,970 8.94%
Holding current value
$2.72 Million
Previous $1.83 Million 29.9%
% of portfolio
0.22%
Previous 0.18%

Shares

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

Nov 01, 2024

BUY
$66.91 - $81.4 $161,386 - $196,336
2,412 Added 8.94%
29,382 $2.37 Million
Q2 2024

Jul 17, 2024

BUY
$58.85 - $68.9 $10,475 - $12,264
178 Added 0.66%
26,970 $1.83 Million
Q1 2024

May 08, 2024

BUY
$58.61 - $175.86 $1.08 Million - $3.24 Million
18,397 Added 219.14%
26,792 $1.61 Million
Q4 2023

Jan 24, 2024

SELL
$150.86 - $169.78 $3,168 - $3,565
-21 Reduced 0.25%
8,395 $1.32 Million
Q3 2023

Nov 03, 2023

BUY
$153.49 - $165.25 $26,707 - $28,753
174 Added 2.11%
8,416 $1.35 Million
Q2 2023

Aug 07, 2023

BUY
$146.06 - $157.73 $985,028 - $1.06 Million
6,744 Added 450.2%
8,242 $1.3 Million
Q1 2023

May 01, 2023

BUY
$136.97 - $147.45 $205,181 - $220,880
1,498 New
1,498 $220,000
Q4 2019

Feb 04, 2020

SELL
$116.12 - $121.28 $204,138 - $213,210
-1,758 Closed
0 $0
Q3 2019

Oct 31, 2019

BUY
$105.22 - $118.68 $184,976 - $208,639
1,758 New
1,758 $209,000

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 $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 Rkl Wealth Management LLC Portfolio

Follow Rkl Wealth Management 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 Rkl Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rkl Wealth Management LLC with notifications on news.