JPL Wealth Management, LLC WMT Holdings History
JPL Wealth Management, LLC's Walmart Inc Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 52,471.00 shares of Walmart Inc(WMT), totaling $4.61 Mil. This investment constitutes 1.31% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 3 purchases of WMT, at an average price of $61.69, for a total of 58,200.00 shares. In addition, there have been 1 sales at an average price of $93.81 for 5,729.00 shares. Based on historical transaction data and WMT's current price of $97.61, JPL Wealth Management, LLC's estimated gain on his WMT holdings is $2.07 Mil, reflecting a 57.61% gain to date.
JPL Wealth Management, LLC WMT ($97.61) Holding Chart
JPL Wealth Management, LLC WMT ($97.61) 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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