Delos Wealth Advisors, LLC WMT Holdings History
Delos Wealth Advisors, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 51,755.00 shares of Walmart Inc(WMT), totaling $4.54 Mil. This investment constitutes 3.6% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q3. And since then Delos Wealth Advisors, LLC has made 11 purchases of WMT, at an average price of $51.26, for a total of 62,030.00 shares. In addition, there have been 4 sales at an average price of $48.26 for 10,275.00 shares. Based on historical transaction data and WMT's current price of $95.05, Delos Wealth Advisors, LLC's estimated gain on his WMT holdings is $2.24 Mil, reflecting a 70.32% gain to date.
Delos Wealth Advisors, LLC WMT ($95.05) Holding Chart
Delos Wealth Advisors, LLC WMT ($95.05) 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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