Bradley & Co. Private Wealth Management, LLC WMT Holdings History
Bradley & Co. Private Wealth Management, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Bradley & Co. Private Wealth Management, LLC held 105,460.00 shares of Walmart Inc(WMT), totaling $9.26 Mil. This investment constitutes 6.32% of their stock portfolio, and Bradley & Co. Private Wealth Management, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q1. And since then Bradley & Co. Private Wealth Management, LLC has made 3 purchases of WMT, at an average price of $56.88, for a total of 115,979.00 shares. In addition, there have been 3 sales at an average price of $73.97 for 10,519.00 shares. Based on historical transaction data and WMT's current price of $95.68, Bradley & Co. Private Wealth Management, LLC's estimated gain on his WMT holdings is $4.27 Mil, reflecting a 64.76% gain to date.
Bradley & Co. Private Wealth Management, LLC WMT ($95.68) Holding Chart
Bradley & Co. Private Wealth Management, 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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