Number of Shares
65,640.00
Current Holdings Value*
$5.76 Mil
% of Portfolio
3.91%
Total Estimate Gain
$6.76 Mil
% of Total Estimate Gain
129.38%

Diversified Investment Strategies, LLC's Walmart Inc Holding Summary

As of 2025-03-31, Diversified Investment Strategies, LLC held 65,640.00 shares of Walmart Inc(WMT), totaling $5.76 Mil. This investment constitutes 3.91% of their stock portfolio, and Diversified Investment Strategies, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2014Q1. And since then Diversified Investment Strategies, LLC has made 8 purchases of WMT, at an average price of $23.48, for a total of 222,420.00 shares. In addition, there have been 24 sales at an average price of $36.36 for 156,780.00 shares. Based on historical transaction data and WMT's current price of $95.68, Diversified Investment Strategies, LLC's estimated gain on his WMT holdings is $6.76 Mil, reflecting a 129.38% gain to date.

Diversified Investment Strategies, LLC WMT ($95.68) Holding Chart

Diversified Investment Strategies, LLC WMT ($95.68) 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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