SIGNATURE ESTATE & INVESTMENT ADVISORS LLC WMT Holdings History
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Walmart Inc Holding Summary
As of 2025-03-31, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC held 340,585.00 shares of Walmart Inc(WMT), totaling $29.90 Mil. This investment constitutes 0.79% of their stock portfolio, and SIGNATURE ESTATE & INVESTMENT ADVISORS LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2018Q2. And since then SIGNATURE ESTATE & INVESTMENT ADVISORS LLC has made 16 purchases of WMT, at an average price of $42.70, for a total of 1.87 Mil shares. In addition, there have been 12 sales at an average price of $61.65 for 1.53 Mil shares. Based on historical transaction data and WMT's current price of $95.09, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's estimated gain on his WMT holdings is $46.80 Mil, reflecting a 58.62% gain to date.
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC WMT ($95.09) Holding Chart
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC WMT ($95.09) 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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