NORTHCAPE WEALTH MANAGEMENT, LLC WMT Holdings History
NORTHCAPE WEALTH MANAGEMENT, LLC's Walmart Inc Holding Summary
As of 2025-03-31, NORTHCAPE WEALTH MANAGEMENT, LLC held 70,314.00 shares of Walmart Inc(WMT), totaling $6.17 Mil. This investment constitutes 1.99% of their stock portfolio, and NORTHCAPE WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then NORTHCAPE WEALTH MANAGEMENT, LLC has made 4 purchases of WMT, at an average price of $47.69, for a total of 114,411.00 shares. In addition, there have been 9 sales at an average price of $52.25 for 44,097.00 shares. Based on historical transaction data and WMT's current price of $98.36, NORTHCAPE WEALTH MANAGEMENT, LLC's estimated gain on his WMT holdings is $3.76 Mil, reflecting a 69.00% gain to date.
NORTHCAPE WEALTH MANAGEMENT, LLC WMT ($98.36) Holding Chart
NORTHCAPE WEALTH MANAGEMENT, LLC WMT ($98.36) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
