Number of Shares
305,218.00
Current Holdings Value*
$29.84 Mil
% of Portfolio
2.95%
Total Estimate Gain
$19.20 Mil
% of Total Estimate Gain
154.18%

Asset Advisors Investment Management, LLC's Walmart Inc Holding Summary

As of 2025-06-30, Asset Advisors Investment Management, LLC held 305,218.00 shares of Walmart Inc(WMT), totaling $29.84 Mil. This investment constitutes 2.95% of their stock portfolio, and Asset Advisors Investment Management, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2018Q3. And since then Asset Advisors Investment Management, LLC has made 18 purchases of WMT, at an average price of $36.36, for a total of 342,542.00 shares. In addition, there have been 9 sales at an average price of $58.20 for 37,324.00 shares. Based on historical transaction data and WMT's current price of $96.60, Asset Advisors Investment Management, LLC's estimated gain on his WMT holdings is $19.20 Mil, reflecting a 154.18% gain to date.

Asset Advisors Investment Management, LLC WMT ($96.60) Holding Chart

Asset Advisors Investment Management, LLC 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 %

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