Wealth Plan Investment Management, LLC Walmart Inc. Transaction History

Wealth Plan Investment Management, LLC

$1.27 Billion
Q2 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Walmart Inc. stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 197,518 shares of WMT stock, worth $19.3 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

197,518

Previous 174,729 13.04%

Holding current value

$19.3 Million

Previous $15.3 Million 25.91%

% of portfolio

1.52%

Previous 1.62%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$81.79 - $99.98 $1.86 Million - $2.28 Million	22,789 Added 13.04%	197,518 $19.3 Million
Q1 2025 May 09, 2025	SELL	$84.5 - $105.05 $1.31 Million - $1.63 Million	-15,524 Reduced 8.16%	174,729 $15.3 Million
Q4 2024 Jan 30, 2025	SELL	$79.1 - $95.7 $1.48 Million - $1.79 Million	-18,684 Reduced 8.94%	190,253 $17.2 Million
Q3 2024 Nov 05, 2024	BUY	$66.91 - $81.4 $1.54 Million - $1.87 Million	22,961 Added 12.35%	208,937 $16.9 Million
Q2 2024 Aug 09, 2024	BUY	$58.85 - $68.9 $304,489 - $356,488	5,174 Added 2.86%	185,976 $12.6 Million
Q1 2024 May 16, 2024	BUY	$58.61 - $175.86 $7.93 Million - $23.8 Million	135,281 Added 297.18%	180,802 $10.9 Million
Q4 2023 Jan 05, 2024	BUY	$150.86 - $169.78 $177,109 - $199,321	1,174 Added 2.65%	45,521 $7.18 Million
Q3 2023 Nov 15, 2023	SELL	$153.49 - $165.25 $194,011 - $208,876	-1,264 Reduced 2.77%	44,347 $7.09 Million
Q3 2023 Nov 09, 2023	BUY	$153.49 - $165.25 $5.79 Million - $6.24 Million	37,732 Added 478.89%	45,611 $7.29 Million
Q2 2023 Aug 14, 2023	SELL	$146.06 - $157.73 $1.84 Million - $1.99 Million	-12,605 Reduced 61.54%	7,879 $1.24 Million
Q2 2023 Jul 25, 2023	BUY	$146.06 - $157.73 $2.93 Million - $3.17 Million	20,094 Added 5152.31%	20,484 $3.22 Million
Q1 2023 May 08, 2023	SELL	$136.97 - $147.45 $1.28 Million - $1.37 Million	-9,324 Reduced 95.99%	390 $57,000
Q4 2022 Feb 15, 2023	BUY	$128.56 - $153.48 $42,296 - $50,494	329 Added 3.51%	9,714 $1.38 Million
Q3 2022 Dec 12, 2022	BUY	$121.98 - $139.52 $152,596 - $174,539	1,251 Added 15.38%	9,385 $1.4 Million
Q1 2022 Sep 07, 2022	BUY	$133.53 - $149.87 $1.09 Million - $1.22 Million	8,134 New	8,134 $1.24 Million

Others Institutions Holding WMT

# of Institutions

4,383

Shares Held

2.82B

Call Options Held

51.4M

Put Options Held

63.3M

View Full List

About Walmart Inc.

Ticker WMT
Exchange NYSE
Sector Consumer Defensive
Industry Discount Stores
Shares Outstandng 2,714,240,000
Market Cap $265B
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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Wealth Plan Investment Management, LLC Walmart Inc. Transaction History