AB Tax-Managed Wealth Appreciation Strategy WMT Holdings History
AB Tax-Managed Wealth Appreciation Strategy's Walmart Inc Holding Summary
As of 2025-02-28, AB PORTFOLIOS held 138,819.00 shares of Walmart Inc(WMT), totaling $13.69 Mil. This investment constitutes 2.49% of their stock portfolio, and AB PORTFOLIOS now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2019Q4. And since then AB Tax-Managed Wealth Appreciation Strategy has made 1 purchases of WMT, at an average price of $40.62, for a total of 168,204.00 shares. In addition, there have been 2 sales at an average price of $42.00 for 29,385.00 shares. Based on historical transaction data and WMT's current price of $95.39, AB Tax-Managed Wealth Appreciation Strategy's estimated gain on his WMT holdings is $7.64 Mil, reflecting a 111.87% gain to date.
AB Tax-Managed Wealth Appreciation Strategy WMT ($95.39) Holding Chart
AB Tax-Managed Wealth Appreciation Strategy WMT ($95.39) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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