Rational Dynamic Brands Fund WMT Holdings History
Rational Dynamic Brands Fund's Walmart Inc Holding Summary
As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 35,200.00 shares of Walmart Inc(WMT), totaling $3.09 Mil. This investment constitutes 4.71% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2020Q2. And since then Rational Dynamic Brands Fund has made 3 purchases of WMT, at an average price of $68.49, for a total of 67,700.00 shares. In addition, there have been 2 sales at an average price of $71.03 for 32,500.00 shares. Based on historical transaction data and WMT's current price of $96.60, Rational Dynamic Brands Fund's estimated gain on his WMT holdings is $1.07 Mil, reflecting a 23.12% gain to date.
Rational Dynamic Brands Fund WMT ($96.60) Holding Chart
Rational Dynamic Brands Fund WMT ($96.60) 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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