Polaris Wealth Advisory Group, LLC WMT Holdings History
Polaris Wealth Advisory Group, LLC's Walmart Inc Holding Summary
As of 2023-09-30, Polaris Wealth Advisory Group, LLC held 444,399.00 shares of Walmart Inc(WMT), totaling $23.69 Mil. This investment constitutes 1.8% of their stock portfolio, and Polaris Wealth Advisory Group, LLC now holds 0.01% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2014Q1. And since then Polaris Wealth Advisory Group, LLC has made 8 purchases of WMT, at an average price of $40.69, for a total of 3.23 Mil shares. In addition, there have been 13 sales at an average price of $44.88 for 2.78 Mil shares. Based on historical transaction data and WMT's current price of $95.05, Polaris Wealth Advisory Group, LLC's estimated gain on his WMT holdings is $35.82 Mil, reflecting a 27.27% gain to date.
Polaris Wealth Advisory Group, LLC WMT ($95.05) Holding Chart
Polaris Wealth Advisory Group, LLC WMT ($95.05) 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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