SYNTAX ADVISORS, LLC WMT Holdings History
Number of Shares
13,545.00
Current Holdings Value*
$722,080.00
% of Portfolio
0.64%
Total Estimate Gain
$659,349.90
% of Total Estimate Gain
63.35%
SYNTAX ADVISORS, LLC's Walmart Inc Holding Summary
As of 2023-09-30, SYNTAX ADVISORS, LLC held 13,545.00 shares of Walmart Inc(WMT), totaling $722,080.00. This investment constitutes 0.64% of their stock portfolio, and SYNTAX ADVISORS, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then SYNTAX ADVISORS, LLC has made 2 purchases of WMT, at an average price of $47.51, for a total of 21,909.00 shares. In addition, there have been 5 sales at an average price of $48.32 for 8,364.00 shares. Based on historical transaction data and WMT's current price of $95.68, SYNTAX ADVISORS, LLC's estimated gain on his WMT holdings is $659,349.90, reflecting a 63.35% gain to date.
SYNTAX ADVISORS, LLC WMT ($95.68) Holding Chart
SYNTAX ADVISORS, LLC 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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