BARNES PETTEY FINANCIAL ADVISORS, LLC WMT Holdings History
BARNES PETTEY FINANCIAL ADVISORS, LLC's Walmart Inc Holding Summary
As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 45,673.00 shares of Walmart Inc(WMT), totaling $4.01 Mil. This investment constitutes 3.12% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 4 purchases of WMT, at an average price of $51.98, for a total of 54,230.00 shares. In addition, there have been 6 sales at an average price of $47.34 for 8,557.00 shares. Based on historical transaction data and WMT's current price of $95.68, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his WMT holdings is $1.96 Mil, reflecting a 69.41% gain to date.
BARNES PETTEY FINANCIAL ADVISORS, LLC WMT ($95.68) Holding Chart
BARNES PETTEY FINANCIAL ADVISORS, LLC WMT ($95.68) 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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