Number of Shares
75,486.00
Current Holdings Value*
$6.63 Mil
% of Portfolio
1.13%
Total Estimate Gain
$2.04 Mil
% of Total Estimate Gain
32.89%

Meridian Wealth Advisors, LLC's Walmart Inc Holding Summary

As of 2025-03-31, Meridian Wealth Advisors, LLC held 75,486.00 shares of Walmart Inc(WMT), totaling $6.63 Mil. This investment constitutes 1.13% of their stock portfolio, and Meridian Wealth Advisors, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2018Q4. And since then Meridian Wealth Advisors, LLC has made 15 purchases of WMT, at an average price of $65.00, for a total of 95,514.00 shares. In addition, there have been 9 sales at an average price of $50.11 for 20,028.00 shares. Based on historical transaction data and WMT's current price of $96.00, Meridian Wealth Advisors, LLC's estimated gain on his WMT holdings is $2.04 Mil, reflecting a 32.89% gain to date.

Meridian Wealth Advisors, LLC WMT ($96.00) Holding Chart

Meridian Wealth Advisors, LLC WMT ($96.00) 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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