Forvis Mazars Wealth Advisors, LLC WMT Holdings History
Forvis Mazars Wealth Advisors, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 93,626.00 shares of Walmart Inc(WMT), totaling $8.22 Mil. This investment constitutes 0.2% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2013Q3. And since then Forvis Mazars Wealth Advisors, LLC has made 26 purchases of WMT, at an average price of $42.23, for a total of 541,587.00 shares. In addition, there have been 20 sales at an average price of $53.70 for 447,961.00 shares. Based on historical transaction data and WMT's current price of $95.30, Forvis Mazars Wealth Advisors, LLC's estimated gain on his WMT holdings is $10.11 Mil, reflecting a 44.20% gain to date.
Forvis Mazars Wealth Advisors, LLC WMT ($95.30) Holding Chart
Forvis Mazars Wealth Advisors, LLC WMT ($95.30) 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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