Phillips Wealth Planners LLC WMT Holdings History
Phillips Wealth Planners LLC's Walmart Inc Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 7,606.00 shares of Walmart Inc(WMT), totaling $738,460.00. This investment constitutes 0.67% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2023Q2. And since then Phillips Wealth Planners LLC has made 6 purchases of WMT, at an average price of $70.90, for a total of 10,902.00 shares. In addition, there have been 3 sales at an average price of $80.35 for 3,296.00 shares. Based on historical transaction data and WMT's current price of $95.68, Phillips Wealth Planners LLC's estimated gain on his WMT holdings is $219,651.22, reflecting a 28.42% gain to date.
Phillips Wealth Planners LLC WMT ($95.68) Holding Chart
Phillips Wealth Planners LLC WMT ($95.68) 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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