NEW WAVE WEALTH ADVISORS LLC WMT Holdings History
NEW WAVE WEALTH ADVISORS LLC's Walmart Inc Holding Summary
As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 301,602.00 shares of Walmart Inc(WMT), totaling $29.49 Mil. This investment constitutes 12.53% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2024Q2. And since then NEW WAVE WEALTH ADVISORS LLC has made 1 purchases of WMT, at an average price of $63.34, for a total of 318,788.00 shares. In addition, there have been 3 sales at an average price of $92.66 for 17,186.00 shares. Based on historical transaction data and WMT's current price of $95.85, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his WMT holdings is $10.31 Mil, reflecting a 51.06% gain to date.
NEW WAVE WEALTH ADVISORS LLC WMT ($95.85) Holding Chart
NEW WAVE WEALTH ADVISORS LLC WMT ($95.85) 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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