Number of Shares
135,439.00
Current Holdings Value*
$11.89 Mil
% of Portfolio
3.27%
Total Estimate Gain
$7.69 Mil
% of Total Estimate Gain
125.24%

Advanced Asset Management Advisors Inc's Walmart Inc Holding Summary

As of 2025-03-31, Advanced Asset Management Advisors Inc held 135,439.00 shares of Walmart Inc(WMT), totaling $11.89 Mil. This investment constitutes 3.27% of their stock portfolio, and Advanced Asset Management Advisors Inc now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2018Q2. And since then Advanced Asset Management Advisors Inc has made 7 purchases of WMT, at an average price of $40.42, for a total of 151,996.00 shares. In addition, there have been 12 sales at an average price of $36.19 for 16,557.00 shares. Based on historical transaction data and WMT's current price of $97.76, Advanced Asset Management Advisors Inc's estimated gain on his WMT holdings is $7.69 Mil, reflecting a 125.24% gain to date.

Advanced Asset Management Advisors Inc WMT ($97.76) Holding Chart

Advanced Asset Management Advisors Inc WMT ($97.76) 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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