Bright Futures Wealth Management, LLC. WMT Holdings History
Bright Futures Wealth Management, LLC.'s Walmart Inc Holding Summary
As of 2025-03-31, Bright Futures Wealth Management, LLC. held 14,329.00 shares of Walmart Inc(WMT), totaling $1.32 Mil. This investment constitutes 1.45% of their stock portfolio, and Bright Futures Wealth Management, LLC. now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2024Q1. And since then Bright Futures Wealth Management, LLC. has made 3 purchases of WMT, at an average price of $69.53, for a total of 15,428.00 shares. In addition, there have been 1 sales at an average price of $86.86 for 1,099.00 shares. Based on historical transaction data and WMT's current price of $95.05, Bright Futures Wealth Management, LLC.'s estimated gain on his WMT holdings is $384,686.50, reflecting a 35.86% gain to date.
Bright Futures Wealth Management, LLC. WMT ($95.05) Holding Chart
Bright Futures Wealth Management, LLC. WMT ($95.05) 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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