Haven Private, LLC WMT Holdings History
Number of Shares
40,095.00
Current Holdings Value*
$3.52 Mil
% of Portfolio
1.99%
Total Estimate Gain
$356,278.90
% of Total Estimate Gain
10.13%
Haven Private, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Haven Private, LLC held 40,095.00 shares of Walmart Inc(WMT), totaling $3.52 Mil. This investment constitutes 1.99% of their stock portfolio, and Haven Private, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $93.81 for 380.00 shares. Based on historical transaction data and WMT's current price of $95.68, Haven Private, LLC's estimated gain on his WMT holdings is $356,278.90, reflecting a 10.13% gain to date.
Haven Private, LLC WMT ($95.68) Holding Chart
Haven Private, LLC 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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