ALPS Balanced Opportunity Fund WMT Holdings History
ALPS Balanced Opportunity Fund's Walmart Inc Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 980.00 shares of Walmart Inc(WMT), totaling $95,310.00. This investment constitutes 0.85% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 4 purchases of WMT, at an average price of $46.64, for a total of 10,590.00 shares. In addition, there have been 10 sales at an average price of $59.90 for 9,610.00 shares. Based on historical transaction data and WMT's current price of $95.05, ALPS Balanced Opportunity Fund's estimated gain on his WMT holdings is $174,922.75, reflecting a 35.42% gain to date.
ALPS Balanced Opportunity Fund WMT ($95.05) Holding Chart
ALPS Balanced Opportunity Fund WMT ($95.05) 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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