Councilmark Asset Management, LLC WMT Holdings History
Number of Shares
62,120.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
3.68%
Total Estimate Gain
$2.45 Mil
% of Total Estimate Gain
68.67%
Councilmark Asset Management, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Councilmark Asset Management, LLC held 62,120.00 shares of Walmart Inc(WMT), totaling $5.45 Mil. This investment constitutes 3.68% of their stock portfolio, and Councilmark Asset Management, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2024Q1. In addition, there have been 2 sales at an average price of $75.31 for 250.00 shares. Based on historical transaction data and WMT's current price of $96.60, Councilmark Asset Management, LLC's estimated gain on his WMT holdings is $2.45 Mil, reflecting a 68.67% gain to date.
Councilmark Asset Management, LLC WMT ($96.60) Holding Chart
Councilmark Asset Management, 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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