Fairfield Financial Advisors, LTD WMT Holdings History
Number of Shares
29,311.00
Current Holdings Value*
$2.57 Mil
% of Portfolio
1.46%
Total Estimate Gain
$274,244.26
% of Total Estimate Gain
10.84%
Fairfield Financial Advisors, LTD's Walmart Inc Holding Summary
As of 2025-03-31, Fairfield Financial Advisors, LTD held 29,311.00 shares of Walmart Inc(WMT), totaling $2.57 Mil. This investment constitutes 1.46% of their stock portfolio, and Fairfield Financial Advisors, LTD now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2022Q1. And since then Fairfield Financial Advisors, LTD has made 4 purchases of WMT, at an average price of $86.32, for a total of 29,311.00 shares. Based on historical transaction data and WMT's current price of $95.68, Fairfield Financial Advisors, LTD's estimated gain on his WMT holdings is $274,244.26, reflecting a 10.84% gain to date.
Fairfield Financial Advisors, LTD WMT ($95.68) Holding Chart
Fairfield Financial Advisors, LTD 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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