A detailed history of Summit Financial Wealth Advisors, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 23,602 shares of WMT stock, worth $1.93 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
23,602
Previous 23,536 0.28%
Holding current value
$1.93 Million
Previous $1.42 Million 12.85%
% of portfolio
0.36%
Previous 0.32%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$58.85 - $68.9 $3,884 - $4,547
66 Added 0.28%
23,602 $1.6 Million
Q1 2024

May 02, 2024

BUY
$58.61 - $175.86 $920,997 - $2.76 Million
15,714 Added 200.89%
23,536 $1.42 Million
Q4 2023

Jan 19, 2024

BUY
$150.86 - $169.78 $29,719 - $33,446
197 Added 2.58%
7,822 $1.23 Million
Q3 2023

Nov 13, 2023

BUY
$153.49 - $165.25 $33,460 - $36,024
218 Added 2.94%
7,625 $1.22 Million
Q2 2023

Jul 12, 2023

BUY
$146.06 - $157.73 $5,404 - $5,836
37 Added 0.5%
7,407 $1.16 Million
Q1 2023

Apr 10, 2023

SELL
$136.97 - $147.45 $52,048 - $56,030
-380 Reduced 4.9%
7,370 $1.09 Million
Q4 2022

Jan 17, 2023

BUY
$128.56 - $153.48 $222,923 - $266,134
1,734 Added 28.82%
7,750 $0
Q3 2022

Oct 28, 2022

SELL
$121.98 - $139.52 $90,997 - $104,081
-746 Reduced 11.03%
6,016 $847,000
Q2 2022

Jul 26, 2022

BUY
$118.29 - $159.87 $12,065 - $16,306
102 Added 1.53%
6,762 $893,000
Q1 2022

May 06, 2022

BUY
$133.53 - $149.87 $5,341 - $5,994
40 Added 0.6%
6,660 $992,000
Q4 2021

Jan 12, 2022

BUY
$135.47 - $151.28 $7,450 - $8,320
55 Added 0.84%
6,620 $940,000
Q2 2021

Aug 09, 2021

BUY
$135.17 - $142.42 $143,685 - $151,392
1,063 Added 19.32%
6,565 $926,000
Q1 2021

Apr 23, 2021

SELL
$127.53 - $148.97 $56,113 - $65,546
-440 Reduced 7.4%
5,502 $793,000
Q4 2020

Jan 11, 2021

SELL
$138.75 - $152.79 $211,455 - $232,851
-1,524 Reduced 20.41%
5,942 $831,000
Q3 2020

Nov 09, 2020

SELL
$118.89 - $147.68 $206,511 - $256,520
-1,737 Reduced 18.87%
7,466 $1.05 Million
Q2 2020

Jul 16, 2020

SELL
$114.14 - $132.33 $73,620 - $85,352
-645 Reduced 6.55%
9,203 $1.15 Million
Q1 2020

Apr 29, 2020

SELL
$104.05 - $122.58 $160,965 - $189,631
-1,547 Reduced 13.58%
9,848 $1.24 Million
Q4 2019

Jan 28, 2020

SELL
$116.12 - $121.28 $408,045 - $426,177
-3,514 Reduced 23.57%
11,395 $1.32 Million
Q3 2019

Nov 05, 2019

SELL
$105.22 - $118.68 $106,693 - $120,341
-1,014 Reduced 6.37%
14,909 $1.79 Million
Q2 2019

Jul 16, 2019

SELL
$96.94 - $111.24 $485,087 - $556,644
-5,004 Reduced 23.91%
15,923 $1.76 Million
Q1 2019

May 01, 2019

BUY
$92.86 - $102.2 $227,692 - $250,594
2,452 Added 13.27%
20,927 $2.03 Million
Q4 2018

Feb 01, 2019

BUY
$85.82 - $105.56 $162,199 - $199,508
1,890 Added 11.4%
18,475 $1.72 Million
Q3 2018

Oct 22, 2018

BUY
$84.0 - $98.64 $192,444 - $225,984
2,291 Added 16.03%
16,585 $1.56 Million
Q1 2018

Apr 09, 2018

BUY
$85.42 - $109.55 $682,164 - $874,866
7,986 Added 126.6%
14,294 $1.27 Million
Q1 2018

Apr 06, 2018

SELL
$85.42 - $109.55 $344,925 - $442,362
-4,038 Reduced 39.03%
6,308 $561,000
Q4 2017

Feb 05, 2018

SELL
$78.45 - $99.62 $7,766 - $9,862
-99 Reduced 0.95%
10,346 $1.02 Million
Q3 2017

Nov 06, 2017

BUY
$78.03 - $81.61 $93,948 - $98,258
1,204 Added 13.03%
10,445 $816,000
Q2 2017

Aug 14, 2017

BUY
N/A
9,241
9,241 $699,000

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 $222B
  • 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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