Number of Shares
25,566.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
2.39%
Total Estimate Gain
$1.59 Mil
% of Total Estimate Gain
92.39%

QP WEALTH MANAGEMENT, LLC's Walmart Inc Holding Summary

As of 2023-09-30, QP WEALTH MANAGEMENT, LLC held 25,566.00 shares of Walmart Inc(WMT), totaling $1.36 Mil. This investment constitutes 2.39% of their stock portfolio, and QP WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2019Q4. And since then QP WEALTH MANAGEMENT, LLC has made 7 purchases of WMT, at an average price of $40.10, for a total of 42,903.00 shares. In addition, there have been 8 sales at an average price of $49.98 for 17,337.00 shares. Based on historical transaction data and WMT's current price of $95.58, QP WEALTH MANAGEMENT, LLC's estimated gain on his WMT holdings is $1.59 Mil, reflecting a 92.39% gain to date.

QP WEALTH MANAGEMENT, LLC WMT ($95.58) Holding Chart

QP WEALTH MANAGEMENT, LLC WMT ($95.58) 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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