JAMES BALANCED: GOLDEN RAINBOW FUND WMT Holdings History
Number of Shares
72,964.00
Current Holdings Value*
$6.41 Mil
% of Portfolio
3.24%
Total Estimate Gain
$8.50 Mil
% of Total Estimate Gain
49.96%
JAMES BALANCED: GOLDEN RAINBOW FUND's Walmart Inc Holding Summary
As of 2025-03-31, JAMES BALANCED: GOLDEN RAINBOW FUND held 72,964.00 shares of Walmart Inc(WMT), totaling $6.41 Mil. This investment constitutes 3.24% of their stock portfolio, and JAMES BALANCED: GOLDEN RAINBOW FUND now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2019Q3. In addition, there have been 4 sales at an average price of $48.53 for 377,891.00 shares. Based on historical transaction data and WMT's current price of $98.36, JAMES BALANCED: GOLDEN RAINBOW FUND's estimated gain on his WMT holdings is $8.50 Mil, reflecting a 49.96% gain to date.
JAMES BALANCED: GOLDEN RAINBOW FUND WMT ($98.36) Holding Chart
JAMES BALANCED: GOLDEN RAINBOW FUND 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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