A detailed history of Willow Creek Wealth Management Inc. transactions in Walmart Inc. stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 1,568 shares of WMT stock, worth $145,322. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,568
Previous 1,914 18.08%
Holding current value
$145,322
Previous $306,000 19.28%
% of portfolio
0.03%
Previous 0.05%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024

SELL
$150.86 - $169.78 $52,197 - $58,743
-346 Reduced 18.08%
1,568 $247,000
Q3 2023

Nov 20, 2023

SELL
$153.49 - $165.25 $5,986 - $6,444
-39 Reduced 2.0%
1,914 $306,000
Q2 2023

Aug 28, 2023

BUY
$146.06 - $157.73 $9,055 - $9,779
62 Added 3.28%
1,953 $306,000
Q1 2023

Apr 24, 2023

SELL
$136.97 - $147.45 $136 - $147
-1 Reduced 0.05%
1,891 $278,000
Q4 2022

Mar 01, 2023

BUY
$128.56 - $153.48 $128 - $153
1 Added 0.05%
1,892 $268,000
Q1 2022

May 02, 2022

SELL
$133.53 - $149.87 $1,869 - $2,098
-14 Reduced 0.73%
1,891 $282,000
Q4 2021

Mar 24, 2022

BUY
$135.47 - $151.28 $1,896 - $2,117
14 Added 0.74%
1,905 $276,000
Q2 2021

Nov 16, 2021

BUY
$135.17 - $142.42 $2,838 - $2,990
21 Added 1.12%
1,891 $267,000
Q4 2020

Feb 23, 2021

SELL
$138.75 - $152.79 $13,458 - $14,820
-97 Reduced 4.93%
1,870 $270,000
Q3 2020

Nov 12, 2020

SELL
$118.89 - $147.68 $9,392 - $11,666
-79 Reduced 3.86%
1,967 $275,000
Q1 2020

May 07, 2020

SELL
$104.05 - $122.58 $6,347 - $7,477
-61 Reduced 2.9%
2,046 $233,000
Q4 2019

Feb 03, 2020

SELL
$116.12 - $121.28 $1,625 - $1,697
-14 Reduced 0.66%
2,107 $250,000
Q3 2019

Oct 15, 2019

BUY
$105.22 - $118.68 $11,679 - $13,173
111 Added 5.52%
2,121 $252,000
Q2 2019

Jul 22, 2019

BUY
$96.94 - $111.24 $194,849 - $223,592
2,010 New
2,010 $222,000

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
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