Number of Shares
38,544.00
Current Holdings Value*
$3.77 Mil
% of Portfolio
0.74%
Total Estimate Gain
$212,936.16
% of Total Estimate Gain
6.18%

Legacy Financial Strategies, LLC's Walmart Inc Holding Summary

As of 2025-06-30, Legacy Financial Strategies, LLC held 38,544.00 shares of Walmart Inc(WMT), totaling $3.77 Mil. This investment constitutes 0.74% 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 5 purchases of WMT, at an average price of $89.34, for a total of 38,544.00 shares. Based on historical transaction data and WMT's current price of $94.86, Legacy Financial Strategies, LLC's estimated gain on his WMT holdings is $212,936.16, reflecting a 6.18% gain to date.

Legacy Financial Strategies, LLC WMT ($94.86) Holding Chart

Legacy Financial Strategies, LLC WMT ($94.86) 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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