Legacy Financial Strategies, LLC WMT Holdings History
Legacy Financial Strategies, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 34,636.00 shares of Walmart Inc(WMT), totaling $3.04 Mil. This investment constitutes 0.66% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2024Q2. And since then Legacy Financial Strategies, LLC has made 4 purchases of WMT, at an average price of $88.68, for a total of 34,636.00 shares. Based on historical transaction data and WMT's current price of $96.81, Legacy Financial Strategies, LLC's estimated gain on his WMT holdings is $281,648.76, reflecting a 9.17% gain to date.
Legacy Financial Strategies, LLC WMT ($96.81) Holding Chart
Legacy Financial Strategies, LLC WMT ($96.81) 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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