Key Client Fiduciary Advisors, LLC WMT Holdings History
Key Client Fiduciary Advisors, LLC's Walmart Inc Holding Summary
As of 2025-06-30, Key Client Fiduciary Advisors, LLC held 27,538.00 shares of Walmart Inc(WMT), totaling $2.69 Mil. This investment constitutes 1.09% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2022Q3. And since then Key Client Fiduciary Advisors, LLC has made 9 purchases of WMT, at an average price of $52.51, for a total of 41,867.00 shares. In addition, there have been 3 sales at an average price of $91.64 for 14,329.00 shares. Based on historical transaction data and WMT's current price of $95.46, Key Client Fiduciary Advisors, LLC's estimated gain on his WMT holdings is $1.74 Mil, reflecting a 79.29% gain to date.
Key Client Fiduciary Advisors, LLC WMT ($95.46) Holding Chart
Key Client Fiduciary Advisors, LLC WMT ($95.46) 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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