Exeter Financial, LLC WMT Holdings History

Number of Shares
48,556.00
Current Holdings Value*
$4.75 Mil
% of Portfolio
2.11%
Total Estimate Gain
$5.69 Mil
% of Total Estimate Gain
175.71%

Exeter Financial, LLC's Walmart Inc Holding Summary

As of 2025-06-30, Exeter Financial, LLC held 48,556.00 shares of Walmart Inc(WMT), totaling $4.75 Mil. This investment constitutes 2.11% of their stock portfolio, and Exeter Financial, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2018Q2. And since then Exeter Financial, LLC has made 12 purchases of WMT, at an average price of $30.11, for a total of 107,492.00 shares. In addition, there have been 16 sales at an average price of $73.09 for 58,936.00 shares. Based on historical transaction data and WMT's current price of $95.05, Exeter Financial, LLC's estimated gain on his WMT holdings is $5.69 Mil, reflecting a 175.71% gain to date.

Exeter Financial, LLC WMT ($95.05) Holding Chart

Exeter Financial, LLC WMT ($95.05) 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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