GDS Wealth Management WMT Holdings History

Number of Shares
283,514.00
Current Holdings Value*
$24.89 Mil
% of Portfolio
2.12%
Total Estimate Gain
$13.44 Mil
% of Total Estimate Gain
84.39%

GDS Wealth Management's Walmart Inc Holding Summary

As of 2025-03-31, GDS Wealth Management held 283,514.00 shares of Walmart Inc(WMT), totaling $24.89 Mil. This investment constitutes 2.12% of their stock portfolio, and GDS Wealth Management now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2022Q2. And since then GDS Wealth Management has made 10 purchases of WMT, at an average price of $50.60, for a total of 314,759.00 shares. In addition, there have been 2 sales at an average price of $47.47 for 31,245.00 shares. Based on historical transaction data and WMT's current price of $98.36, GDS Wealth Management's estimated gain on his WMT holdings is $13.44 Mil, reflecting a 84.39% gain to date.

GDS Wealth Management WMT ($98.36) Holding Chart

GDS Wealth Management WMT ($98.36) 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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