Sugarloaf Wealth Management, LLC WMT Holdings History
Sugarloaf Wealth Management, LLC's Walmart Inc Holding Summary
As of 2024-12-31, Sugarloaf Wealth Management, LLC held 57,348.00 shares of Walmart Inc(WMT), totaling $5.18 Mil. This investment constitutes 0.98% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2019Q4. And since then Sugarloaf Wealth Management, LLC has made 11 purchases of WMT, at an average price of $50.67, for a total of 74,041.00 shares. In addition, there have been 7 sales at an average price of $78.29 for 16,693.00 shares. Based on historical transaction data and WMT's current price of $95.05, Sugarloaf Wealth Management, LLC's estimated gain on his WMT holdings is $3.01 Mil, reflecting a 80.12% gain to date.
Sugarloaf Wealth Management, LLC WMT ($95.05) Holding Chart
Sugarloaf Wealth Management, LLC WMT ($95.05) 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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