Steward Large Cap Value Fund WMT Holdings History
Steward Large Cap Value Fund's Walmart Inc Holding Summary
As of 2025-04-30, Steward Large Cap Value Fund held 6,300.00 shares of Walmart Inc(WMT), totaling $612,680.00. This investment constitutes 0.75% of their stock portfolio, and Steward Large Cap Value Fund now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2022Q2. And since then Steward Large Cap Value Fund has made 8 purchases of WMT, at an average price of $63.90, for a total of 22,400.00 shares. In addition, there have been 4 sales at an average price of $83.17 for 16,100.00 shares. Based on historical transaction data and WMT's current price of $95.71, Steward Large Cap Value Fund's estimated gain on his WMT holdings is $510,669.50, reflecting a 35.68% gain to date.
Steward Large Cap Value Fund WMT ($95.71) Holding Chart
Steward Large Cap Value Fund WMT ($95.71) 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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