PUREfi Wealth, LLC WMT Holdings History

Number of Shares
25,741.00
Current Holdings Value*
$2.52 Mil
% of Portfolio
2.01%
Total Estimate Gain
$228,104.73
% of Total Estimate Gain
9.82%

PUREfi Wealth, LLC's Walmart Inc Holding Summary

As of 2025-06-30, PUREfi Wealth, LLC held 25,741.00 shares of Walmart Inc(WMT), totaling $2.52 Mil. This investment constitutes 2.01% of their stock portfolio, and PUREfi Wealth, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2024Q4. And since then PUREfi Wealth, LLC has made 1 purchases of WMT, at an average price of $87.07, for a total of 26,683.00 shares. In addition, there have been 1 sales at an average price of $95.16 for 942.00 shares. Based on historical transaction data and WMT's current price of $95.64, PUREfi Wealth, LLC's estimated gain on his WMT holdings is $228,104.73, reflecting a 9.82% gain to date.

PUREfi Wealth, LLC WMT ($95.64) Holding Chart

PUREfi Wealth, LLC WMT ($95.64) 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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