Number of Shares
56,595.00
Current Holdings Value*
$4.97 Mil
% of Portfolio
1.77%
Total Estimate Gain
$2.99 Mil
% of Total Estimate Gain
94.58%

Comprehensive Financial Consultants Institutional, Inc.'s Walmart Inc Holding Summary

As of 2025-03-31, Comprehensive Financial Consultants Institutional, Inc. held 56,595.00 shares of Walmart Inc(WMT), totaling $4.97 Mil. This investment constitutes 1.77% of their stock portfolio, and Comprehensive Financial Consultants Institutional, Inc. now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2021Q4. And since then Comprehensive Financial Consultants Institutional, Inc. has made 9 purchases of WMT, at an average price of $48.76, for a total of 64,896.00 shares. In addition, there have been 4 sales at an average price of $81.60 for 8,301.00 shares. Based on historical transaction data and WMT's current price of $96.82, Comprehensive Financial Consultants Institutional, Inc.'s estimated gain on his WMT holdings is $2.99 Mil, reflecting a 94.58% gain to date.

Comprehensive Financial Consultants Institutional, Inc. WMT ($96.82) Holding Chart

Comprehensive Financial Consultants Institutional, Inc. WMT ($96.82) 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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