Dana Large Cap Equity Fund WMT Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$670,821.00
% of Total Estimate Gain
29.77%
Dana Large Cap Equity Fund's Walmart Inc Holding Summary
As of 2025-04-30, VALUED ADVISERS TRUST held - shares of Walmart Inc(WMT), totaling N/A. This investment constitutes 0% of their stock portfolio, and VALUED ADVISERS TRUST now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2020Q2. In addition, there have been 7 sales at an average price of $51.30 for 57,000.00 shares. Based on historical transaction data and WMT's current price of $96.60, Dana Large Cap Equity Fund's estimated gain on his WMT holdings is $670,821.00, reflecting a 29.77% gain to date.
Dana Large Cap Equity Fund WMT ($96.60) Holding Chart
Dana Large Cap Equity Fund 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 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers