Number of Shares
29,006.00
Current Holdings Value*
$2.55 Mil
% of Portfolio
0.73%
Total Estimate Gain
$1.97 Mil
% of Total Estimate Gain
90.39%

OAK HARBOR WEALTH PARTNERS, LLC's Walmart Inc Holding Summary

As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 29,006.00 shares of Walmart Inc(WMT), totaling $2.55 Mil. This investment constitutes 0.73% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2021Q4. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 6 purchases of WMT, at an average price of $47.69, for a total of 45,742.00 shares. In addition, there have been 7 sales at an average price of $80.73 for 16,736.00 shares. Based on historical transaction data and WMT's current price of $96.60, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his WMT holdings is $1.97 Mil, reflecting a 90.39% gain to date.

OAK HARBOR WEALTH PARTNERS, LLC WMT ($96.60) Holding Chart

OAK HARBOR WEALTH PARTNERS, LLC WMT ($96.60) 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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