Number of Shares
159,710.00
Current Holdings Value*
$14.43 Mil
% of Portfolio
2.88%
Total Estimate Gain
$12.10 Mil
% of Total Estimate Gain
136.76%

DORCHESTER WEALTH MANAGEMENT Co's Walmart Inc Holding Summary

As of 2024-12-31, DORCHESTER WEALTH MANAGEMENT Co held 159,710.00 shares of Walmart Inc(WMT), totaling $14.43 Mil. This investment constitutes 2.88% of their stock portfolio, and DORCHESTER WEALTH MANAGEMENT Co now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2018Q2. And since then DORCHESTER WEALTH MANAGEMENT Co has made 8 purchases of WMT, at an average price of $31.13, for a total of 284,118.00 shares. In addition, there have been 19 sales at an average price of $43.44 for 124,408.00 shares. Based on historical transaction data and WMT's current price of $97.27, DORCHESTER WEALTH MANAGEMENT Co's estimated gain on his WMT holdings is $12.10 Mil, reflecting a 136.76% gain to date.

DORCHESTER WEALTH MANAGEMENT Co WMT ($97.27) Holding Chart

DORCHESTER WEALTH MANAGEMENT Co WMT ($97.27) 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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