Kinloch Capital, LLC WMT Holdings History
Number of Shares
39,712.00
Current Holdings Value*
$3.49 Mil
% of Portfolio
1.67%
Total Estimate Gain
$2.76 Mil
% of Total Estimate Gain
86.92%
Kinloch Capital, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Kinloch Capital, LLC held 39,712.00 shares of Walmart Inc(WMT), totaling $3.49 Mil. This investment constitutes 1.67% of their stock portfolio, and Kinloch Capital, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2020Q4. And since then Kinloch Capital, LLC has made 10 purchases of WMT, at an average price of $48.71, for a total of 65,138.00 shares. In addition, there have been 7 sales at an average price of $82.39 for 25,426.00 shares. Based on historical transaction data and WMT's current price of $96.60, Kinloch Capital, LLC's estimated gain on his WMT holdings is $2.76 Mil, reflecting a 86.92% gain to date.
Kinloch Capital, LLC WMT ($96.60) Holding Chart
Kinloch Capital, LLC WMT ($96.60) 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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