CV Advisors LLC WMT Holdings History

Number of Shares
4,480.00
Current Holdings Value*
$362,920.00
% of Portfolio
0.13%
Total Estimate Gain
$4.16 Mil
% of Total Estimate Gain
29.89%

CV Advisors LLC's Walmart Inc Holding Summary

As of 2025-03-31, CV Advisors LLC held 4,480.00 shares of Walmart Inc(WMT), totaling $362,920.00. This investment constitutes 0.13% of their stock portfolio, and CV Advisors LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2021Q4. And since then CV Advisors LLC has made 2 purchases of WMT, at an average price of $47.70, for a total of 291,522.00 shares. In addition, there have been 3 sales at an average price of $61.43 for 287,042.00 shares. Based on historical transaction data and WMT's current price of $95.68, CV Advisors LLC's estimated gain on his WMT holdings is $4.16 Mil, reflecting a 29.89% gain to date.

CV Advisors LLC WMT ($95.68) Holding Chart

CV 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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