Number of Shares
54,630.00
Current Holdings Value*
$4.94 Mil
% of Portfolio
3.08%
Total Estimate Gain
$2.85 Mil
% of Total Estimate Gain
45.05%

Capstone Triton Financial Group, LLC's Walmart Inc Holding Summary

As of 2024-12-31, Capstone Triton Financial Group, LLC held 54,630.00 shares of Walmart Inc(WMT), totaling $4.94 Mil. This investment constitutes 3.08% of their stock portfolio, and Capstone Triton Financial Group, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2020Q4. And since then Capstone Triton Financial Group, LLC has made 7 purchases of WMT, at an average price of $47.72, for a total of 132,693.00 shares. In addition, there have been 9 sales at an average price of $50.06 for 78,063.00 shares. Based on historical transaction data and WMT's current price of $96.60, Capstone Triton Financial Group, LLC's estimated gain on his WMT holdings is $2.85 Mil, reflecting a 45.05% gain to date.

Capstone Triton Financial Group, LLC WMT ($96.60) Holding Chart

Capstone Triton Financial Group, LLC WMT ($96.60) 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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