Cetera Trust Company, N.A WMT Holdings History
Number of Shares
42,352.00
Current Holdings Value*
$3.72 Mil
% of Portfolio
2.37%
Total Estimate Gain
$1.90 Mil
% of Total Estimate Gain
70.02%
Cetera Trust Company, N.A's Walmart Inc Holding Summary
As of 2025-03-31, Cetera Trust Company, N.A held 42,352.00 shares of Walmart Inc(WMT), totaling $3.72 Mil. This investment constitutes 2.37% of their stock portfolio, and Cetera Trust Company, N.A now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $66.14 for 9,056.00 shares. Based on historical transaction data and WMT's current price of $95.05, Cetera Trust Company, N.A's estimated gain on his WMT holdings is $1.90 Mil, reflecting a 70.02% gain to date.
Cetera Trust Company, N.A WMT ($95.05) Holding Chart
Cetera Trust Company, N.A 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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