Summit Place Financial Advisors, LLC WMT Holdings History
Summit Place Financial Advisors, LLC's Walmart Inc Holding Summary
As of 2025-06-30, Summit Place Financial Advisors, LLC held 43,622.00 shares of Walmart Inc(WMT), totaling $4.27 Mil. This investment constitutes 2.15% of their stock portfolio, and Summit Place Financial Advisors, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2022Q1. And since then Summit Place Financial Advisors, LLC has made 7 purchases of WMT, at an average price of $47.55, for a total of 59,164.00 shares. In addition, there have been 7 sales at an average price of $70.62 for 15,542.00 shares. Based on historical transaction data and WMT's current price of $96.60, Summit Place Financial Advisors, LLC's estimated gain on his WMT holdings is $2.50 Mil, reflecting a 88.78% gain to date.
Summit Place Financial Advisors, LLC WMT ($96.60) Holding Chart
Summit Place Financial Advisors, 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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