Finer Wealth Management, Inc. WMT Holdings History
Finer Wealth Management, Inc.'s Walmart Inc Holding Summary
As of 2025-03-31, Finer Wealth Management, Inc. held 48,229.00 shares of Walmart Inc(WMT), totaling $4.23 Mil. This investment constitutes 2.54% of their stock portfolio, and Finer Wealth Management, Inc. now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then Finer Wealth Management, Inc. has made 9 purchases of WMT, at an average price of $49.28, for a total of 51,749.00 shares. In addition, there have been 4 sales at an average price of $59.57 for 3,520.00 shares. Based on historical transaction data and WMT's current price of $95.05, Finer Wealth Management, Inc.'s estimated gain on his WMT holdings is $2.24 Mil, reflecting a 87.99% gain to date.
Finer Wealth Management, Inc. WMT ($95.05) Holding Chart
Finer Wealth Management, Inc. 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
