Evernest Financial Advisors, LLC WMT Holdings History
Evernest Financial Advisors, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Evernest Financial Advisors, LLC held 17,373.00 shares of Walmart Inc(WMT), totaling $1.53 Mil. This investment constitutes 0.55% of their stock portfolio, and Evernest Financial Advisors, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then Evernest Financial Advisors, LLC has made 3 purchases of WMT, at an average price of $61.37, for a total of 70,565.00 shares. In addition, there have been 3 sales at an average price of $79.60 for 53,192.00 shares. Based on historical transaction data and WMT's current price of $95.68, Evernest Financial Advisors, LLC's estimated gain on his WMT holdings is $1.57 Mil, reflecting a 36.14% gain to date.
Evernest Financial Advisors, LLC WMT ($95.68) Holding Chart
Evernest Financial Advisors, 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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