AdviceOne Advisory Services, LLC WMT Holdings History
Number of Shares
7,083.00
Current Holdings Value*
$621,820.00
% of Portfolio
0.51%
Total Estimate Gain
$55,094.67
% of Total Estimate Gain
8.66%
AdviceOne Advisory Services, LLC's Walmart Inc Holding Summary
As of 2025-03-31, AdviceOne Advisory Services, LLC held 7,083.00 shares of Walmart Inc(WMT), totaling $621,820.00. This investment constitutes 0.51% of their stock portfolio, and AdviceOne Advisory Services, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $93.81 for 243.00 shares. Based on historical transaction data and WMT's current price of $94.40, AdviceOne Advisory Services, LLC's estimated gain on his WMT holdings is $55,094.67, reflecting a 8.66% gain to date.
AdviceOne Advisory Services, LLC WMT ($94.40) Holding Chart
AdviceOne Advisory Services, LLC WMT ($94.40) 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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