Number of Shares
34,636.00
Current Holdings Value*
$3.04 Mil
% of Portfolio
0.66%
Total Estimate Gain
$281,648.76
% of Total Estimate Gain
9.17%

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 %

Top Ranked Articles

  • 1