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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