Number of Shares
50,301.00
Current Holdings Value*
$4.42 Mil
% of Portfolio
1.1%
Total Estimate Gain
$2.07 Mil
% of Total Estimate Gain
61.51%

Quadrant Private Wealth Management, LLC's Walmart Inc Holding Summary

As of 2025-03-31, Quadrant Private Wealth Management, LLC held 50,301.00 shares of Walmart Inc(WMT), totaling $4.42 Mil. This investment constitutes 1.1% of their stock portfolio, and Quadrant Private Wealth Management, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2018Q2. And since then Quadrant Private Wealth Management, LLC has made 19 purchases of WMT, at an average price of $55.83, for a total of 60,405.00 shares. In addition, there have been 8 sales at an average price of $55.73 for 10,104.00 shares. Based on historical transaction data and WMT's current price of $97.09, Quadrant Private Wealth Management, LLC's estimated gain on his WMT holdings is $2.07 Mil, reflecting a 61.51% gain to date.

Quadrant Private Wealth Management, LLC WMT ($97.09) Holding Chart

Quadrant Private Wealth Management, LLC WMT ($97.09) 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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