Helen Stephens Group, LLC WMT Holdings History
Helen Stephens Group, LLC's Walmart Inc Holding Summary
As of 2025-06-30, Helen Stephens Group, LLC held 51,470.00 shares of Walmart Inc(WMT), totaling $5.03 Mil. This investment constitutes 1.25% of their stock portfolio, and Helen Stephens Group, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then Helen Stephens Group, LLC has made 7 purchases of WMT, at an average price of $78.49, for a total of 52,130.00 shares. In addition, there have been 4 sales at an average price of $74.39 for 660.00 shares. Based on historical transaction data and WMT's current price of $95.05, Helen Stephens Group, LLC's estimated gain on his WMT holdings is $849,387.21, reflecting a 20.76% gain to date.
Helen Stephens Group, LLC WMT ($95.05) Holding Chart
Helen Stephens Group, LLC 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 % | |||
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