Number of Shares
23,749.00
Current Holdings Value*
$2.11 Mil
% of Portfolio
0.68%
Total Estimate Gain
$554,270.58
% of Total Estimate Gain
29.68%

LEGACY FINANCIAL GROUP, INC.'s Walmart Inc Holding Summary

As of 2025-03-31, LEGACY FINANCIAL GROUP, INC. held 23,749.00 shares of Walmart Inc(WMT), totaling $2.11 Mil. This investment constitutes 0.68% of their stock portfolio, and LEGACY FINANCIAL GROUP, INC. now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2022Q4. And since then LEGACY FINANCIAL GROUP, INC. has made 6 purchases of WMT, at an average price of $74.59, for a total of 25,037.00 shares. In addition, there have been 3 sales at an average price of $66.57 for 1,288.00 shares. Based on historical transaction data and WMT's current price of $98.36, LEGACY FINANCIAL GROUP, INC.'s estimated gain on his WMT holdings is $554,270.58, reflecting a 29.68% gain to date.

LEGACY FINANCIAL GROUP, INC. WMT ($98.36) Holding Chart

LEGACY FINANCIAL GROUP, INC. 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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