Number of Shares
47,502.00
Current Holdings Value*
$4.17 Mil
% of Portfolio
1.92%
Total Estimate Gain
$3.08 Mil
% of Total Estimate Gain
60.98%

Aspen Investment Management Inc's Walmart Inc Holding Summary

As of 2025-03-31, Aspen Investment Management Inc held 47,502.00 shares of Walmart Inc(WMT), totaling $4.17 Mil. This investment constitutes 1.92% of their stock portfolio, and Aspen Investment Management Inc now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2013Q4. And since then Aspen Investment Management Inc has made 17 purchases of WMT, at an average price of $33.08, for a total of 152,537.00 shares. In addition, there have been 16 sales at an average price of $33.65 for 105,035.00 shares. Based on historical transaction data and WMT's current price of $96.60, Aspen Investment Management Inc's estimated gain on his WMT holdings is $3.08 Mil, reflecting a 60.98% gain to date.

Aspen Investment Management Inc WMT ($96.60) Holding Chart

Aspen Investment Management Inc WMT ($96.60) 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 %

Top Ranked Articles

  • 1