Number of Shares
30,254.00
Current Holdings Value*
$2.95 Mil
% of Portfolio
1.54%
Total Estimate Gain
$158,810.12
% of Total Estimate Gain
5.72%

SGL Investment Advisors, Inc.'s Walmart Inc Holding Summary

As of 2025-03-31, SGL Investment Advisors, Inc. held 30,254.00 shares of Walmart Inc(WMT), totaling $2.95 Mil. This investment constitutes 1.54% of their stock portfolio, and SGL Investment Advisors, Inc. now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2024Q3. And since then SGL Investment Advisors, Inc. has made 1 purchases of WMT, at an average price of $90.37, for a total of 30,709.00 shares. In addition, there have been 1 sales at an average price of $86.86 for 455.00 shares. Based on historical transaction data and WMT's current price of $95.67, SGL Investment Advisors, Inc.'s estimated gain on his WMT holdings is $158,810.12, reflecting a 5.72% gain to date.

SGL Investment Advisors, Inc. WMT ($95.67) Holding Chart

SGL Investment Advisors, Inc. WMT ($95.67) 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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