Number of Shares
7,083.00
Current Holdings Value*
$621,820.00
% of Portfolio
0.51%
Total Estimate Gain
$64,869.21
% of Total Estimate Gain
10.19%

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 $95.78, AdviceOne Advisory Services, LLC's estimated gain on his WMT holdings is $64,869.21, reflecting a 10.19% gain to date.

AdviceOne Advisory Services, LLC WMT ($95.78) Holding Chart

AdviceOne Advisory Services, LLC WMT ($95.78) 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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