Number of Shares
581,844.00
Current Holdings Value*
$25.16 Mil
% of Portfolio
2.16%
Total Estimate Gain
$38.87 Mil
% of Total Estimate Gain
185.12%

Doyle Wealth Management's Walmart Inc Holding Summary

As of 2022-09-30, Doyle Wealth Management held 581,844.00 shares of Walmart Inc(WMT), totaling $25.16 Mil. This investment constitutes 2.16% of their stock portfolio, and Doyle Wealth Management now holds 0.01% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2018Q2. And since then Doyle Wealth Management has made 12 purchases of WMT, at an average price of $30.14, for a total of 696,783.00 shares. In addition, there have been 6 sales at an average price of $43.06 for 114,939.00 shares. Based on historical transaction data and WMT's current price of $94.40, Doyle Wealth Management's estimated gain on his WMT holdings is $38.87 Mil, reflecting a 185.12% gain to date.

Doyle Wealth Management WMT ($94.40) Holding Chart

Doyle Wealth Management WMT ($94.40) 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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