Empirical Financial Services, LLC D.b.a. Empirical Wealth Management WMT Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Walmart Inc Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 191,802.00 shares of Walmart Inc(WMT), totaling $16.84 Mil. This investment constitutes 0.43% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2018Q4. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 18 purchases of WMT, at an average price of $81.69, for a total of 207,401.00 shares. In addition, there have been 8 sales at an average price of $48.09 for 15,599.00 shares. Based on historical transaction data and WMT's current price of $95.82, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his WMT holdings is $2.19 Mil, reflecting a 12.90% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management WMT ($95.82) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management WMT ($95.82) 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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