CUTLER EQUITY FUND WMT Holdings History
Number of Shares
111,433.00
Current Holdings Value*
$9.78 Mil
% of Portfolio
5.08%
Total Estimate Gain
$7.58 Mil
% of Total Estimate Gain
133.53%
CUTLER EQUITY FUND's Walmart Inc Holding Summary
As of 2025-03-31, CUTLER EQUITY FUND held 111,433.00 shares of Walmart Inc(WMT), totaling $9.78 Mil. This investment constitutes 5.08% of their stock portfolio, and CUTLER EQUITY FUND now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2020Q1. In addition, there have been 7 sales at an average price of $64.65 for 36,098.00 shares. Based on historical transaction data and WMT's current price of $98.00, CUTLER EQUITY FUND's estimated gain on his WMT holdings is $7.58 Mil, reflecting a 133.53% gain to date.
CUTLER EQUITY FUND WMT ($98.00) Holding Chart
CUTLER EQUITY FUND WMT ($98.00) 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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