Stonegate Investment Group, LLC WMT Holdings History
Stonegate Investment Group, LLC's Walmart Inc Holding Summary
As of 2025-06-30, Stonegate Investment Group, LLC held 1.95 Mil shares of Walmart Inc(WMT), totaling $190.18 Mil. This investment constitutes 4.78% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0.02% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then Stonegate Investment Group, LLC has made 11 purchases of WMT, at an average price of $48.36, for a total of 2.02 Mil shares. In addition, there have been 3 sales at an average price of $89.98 for 78,548.00 shares. Based on historical transaction data and WMT's current price of $96.60, Stonegate Investment Group, LLC's estimated gain on his WMT holdings is $97.11 Mil, reflecting a 99.24% gain to date.
Stonegate Investment Group, LLC WMT ($96.60) Holding Chart
Stonegate Investment Group, LLC WMT ($96.60) 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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