Number of Shares
240,003.00
Current Holdings Value*
$11.15 Mil
% of Portfolio
1.39%
Total Estimate Gain
$14.27 Mil
% of Total Estimate Gain
71.15%

Optimal Asset Management, Inc.'s Walmart Inc Holding Summary

As of 2021-09-30, Optimal Asset Management, Inc. held 240,003.00 shares of Walmart Inc(WMT), totaling $11.15 Mil. This investment constitutes 1.39% of their stock portfolio, and Optimal Asset Management, Inc. now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2019Q4. And since then Optimal Asset Management, Inc. has made 5 purchases of WMT, at an average price of $42.75, for a total of 469,020.00 shares. In addition, there have been 2 sales at an average price of $45.74 for 229,017.00 shares. Based on historical transaction data and WMT's current price of $99.35, Optimal Asset Management, Inc.'s estimated gain on his WMT holdings is $14.27 Mil, reflecting a 71.15% gain to date.

Optimal Asset Management, Inc. WMT ($99.35) Holding Chart

Optimal Asset Management, Inc. WMT ($99.35) 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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