Number of Shares
50,432.00
Current Holdings Value*
$4.43 Mil
% of Portfolio
2.64%
Total Estimate Gain
$4.19 Mil
% of Total Estimate Gain
90.03%

Dividend Growth Portfolio's Walmart Inc Holding Summary

As of 2025-03-31, Dividend Growth Portfolio held 50,432.00 shares of Walmart Inc(WMT), totaling $4.43 Mil. This investment constitutes 2.64% of their stock portfolio, and Dividend Growth Portfolio now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2019Q3. And since then Dividend Growth Portfolio has made 3 purchases of WMT, at an average price of $39.56, for a total of 117,540.00 shares. In addition, there have been 10 sales at an average price of $57.74 for 67,108.00 shares. Based on historical transaction data and WMT's current price of $98.36, Dividend Growth Portfolio's estimated gain on his WMT holdings is $4.19 Mil, reflecting a 90.03% gain to date.

Dividend Growth Portfolio WMT ($98.36) Holding Chart

Dividend Growth Portfolio WMT ($98.36) 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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