Naviter Wealth, LLC WMT Holdings History
Naviter Wealth, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Naviter Wealth, LLC held 92,073.00 shares of Walmart Inc(WMT), totaling $7.86 Mil. This investment constitutes 0.95% of their stock portfolio, and Naviter Wealth, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then Naviter Wealth, LLC has made 12 purchases of WMT, at an average price of $67.21, for a total of 92,073.00 shares. Based on historical transaction data and WMT's current price of $94.40, Naviter Wealth, LLC's estimated gain on his WMT holdings is $2.50 Mil, reflecting a 40.45% gain to date.
Naviter Wealth, LLC WMT ($94.40) Holding Chart
Naviter Wealth, LLC WMT ($94.40) 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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