Legacy Financial Strategies, LLC WMT Holdings History
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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