TILIA FIDUCIARY PARTNERS, INC. WMT Holdings History
TILIA FIDUCIARY PARTNERS, INC.'s Walmart Inc Holding Summary
As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 39,027.00 shares of Walmart Inc(WMT), totaling $3.82 Mil. This investment constitutes 2.33% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 12 purchases of WMT, at an average price of $50.47, for a total of 39,692.00 shares. In addition, there have been 2 sales at an average price of $89.95 for 665.00 shares. Based on historical transaction data and WMT's current price of $96.60, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his WMT holdings is $1.83 Mil, reflecting a 91.19% gain to date.
TILIA FIDUCIARY PARTNERS, INC. WMT ($96.60) Holding Chart
TILIA FIDUCIARY PARTNERS, INC. 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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