Number of Shares
32,186.00
Current Holdings Value*
$3.12 Mil
% of Portfolio
1.51%
Total Estimate Gain
$160,117.30
% of Total Estimate Gain
5.41%

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

As of 2025-06-30, SGL Investment Advisors, Inc. held 32,186.00 shares of Walmart Inc(WMT), totaling $3.12 Mil. This investment constitutes 1.51% 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 2 purchases of WMT, at an average price of $90.65, for a total of 32,641.00 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 $95.68, SGL Investment Advisors, Inc.'s estimated gain on his WMT holdings is $160,117.30, reflecting a 5.41% gain to date.

SGL Investment Advisors, Inc. WMT ($95.68) Holding Chart

SGL Investment Advisors, Inc. WMT ($95.68) 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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