Number of Shares
63,957.00
Current Holdings Value*
$5.16 Mil
% of Portfolio
3.42%
Total Estimate Gain
$2.92 Mil
% of Total Estimate Gain
74.54%

Planning Capital Management Corp's Walmart Inc Holding Summary

As of 2024-09-30, Planning Capital Management Corp held 63,957.00 shares of Walmart Inc(WMT), totaling $5.16 Mil. This investment constitutes 3.42% of their stock portfolio, and Planning Capital Management Corp now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2023Q4. And since then Planning Capital Management Corp has made 2 purchases of WMT, at an average price of $53.12, for a total of 73,732.00 shares. In addition, there have been 1 sales at an average price of $73.44 for 9,775.00 shares. Based on historical transaction data and WMT's current price of $95.66, Planning Capital Management Corp's estimated gain on his WMT holdings is $2.92 Mil, reflecting a 74.54% gain to date.

Planning Capital Management Corp WMT ($95.66) Holding Chart

Planning Capital Management Corp WMT ($95.66) 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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