Legacy Capital Wealth Partners, LLC WMT Holdings History
Legacy Capital Wealth Partners, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Legacy Capital Wealth Partners, LLC held 515,890.00 shares of Walmart Inc(WMT), totaling $45.29 Mil. This investment constitutes 11.14% of their stock portfolio, and Legacy Capital Wealth Partners, LLC now holds 0.01% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2023Q1. And since then Legacy Capital Wealth Partners, LLC has made 7 purchases of WMT, at an average price of $56.08, for a total of 1.32 Mil shares. In addition, there have been 2 sales at an average price of $54.30 for 805,862.00 shares. Based on historical transaction data and WMT's current price of $95.05, Legacy Capital Wealth Partners, LLC's estimated gain on his WMT holdings is $18.67 Mil, reflecting a 25.19% gain to date.
Legacy Capital Wealth Partners, LLC WMT ($95.05) Holding Chart
Legacy Capital Wealth Partners, LLC WMT ($95.05) 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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