Number of Shares
39,027.00
Current Holdings Value*
$3.82 Mil
% of Portfolio
2.33%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
89.73%

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 $95.85, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his WMT holdings is $1.80 Mil, reflecting a 89.73% gain to date.

TILIA FIDUCIARY PARTNERS, INC. WMT ($95.85) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. WMT ($95.85) 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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