Summit Wealth & Retirement Planning, Inc. Walmart Inc. Transaction History

Summit Wealth & Retirement Planning, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$136.97 - $147.45 $226,000 - $243,292	1,650 New	1,650 $243,000
Q3 2021 Nov 12, 2021	SELL	$139.32 - $151.45 $239,073 - $259,888	-1,716 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$135.17 - $142.42 $1,351 - $1,424	-10 Reduced 0.58%	1,716 $242,000
Q1 2021 May 10, 2021	SELL	$127.53 - $148.97 $4,208 - $4,916	-33 Reduced 1.88%	1,726 $234,000
Q3 2020 Nov 10, 2020	SELL	$118.89 - $147.68 $90,118 - $111,941	-758 Reduced 30.12%	1,759 $246,000
Q2 2020 Aug 13, 2020	SELL	$114.14 - $132.33 $21,458 - $24,878	-188 Reduced 6.95%	2,517 $301,000
Q1 2020 May 11, 2020	SELL	$104.05 - $122.58 $17,480 - $20,593	-168 Reduced 5.85%	2,705 $307,000
Q4 2019 Feb 10, 2020	SELL	$116.12 - $121.28 $23,224 - $24,256	-200 Reduced 6.51%	2,873 $341,000
Q3 2019 Nov 12, 2019	SELL	$105.22 - $118.68 $15,256 - $17,208	-145 Reduced 4.51%	3,073 $365,000
Q1 2019 May 08, 2019	BUY	$92.86 - $102.2 $71,966 - $79,205	775 Added 31.72%	3,218 $314,000
Q4 2018 Feb 08, 2019	BUY	$85.82 - $105.56 $209,658 - $257,883	2,443 New	2,443 $228,000

4,045

2.65B

50.8M

43M

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...

Get notified when there are updates to the investment portfolio of Summit Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.