Number of Shares
67,023.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
3.06%
Total Estimate Gain
$2.43 Mil
% of Total Estimate Gain
57.51%

Cherry Creek Investment Advisors, Inc.'s Walmart Inc Holding Summary

As of 2025-03-31, Cherry Creek Investment Advisors, Inc. held 67,023.00 shares of Walmart Inc(WMT), totaling $5.88 Mil. This investment constitutes 3.06% of their stock portfolio, and Cherry Creek Investment Advisors, Inc. now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2021Q2. And since then Cherry Creek Investment Advisors, Inc. has made 10 purchases of WMT, at an average price of $60.18, for a total of 70,165.00 shares. In addition, there have been 5 sales at an average price of $74.16 for 3,142.00 shares. Based on historical transaction data and WMT's current price of $95.77, Cherry Creek Investment Advisors, Inc.'s estimated gain on his WMT holdings is $2.43 Mil, reflecting a 57.51% gain to date.

Cherry Creek Investment Advisors, Inc. WMT ($95.77) Holding Chart

Cherry Creek Investment Advisors, Inc. WMT ($95.77) 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 %

Top Ranked Articles

  • 1