TLW Wealth Management, LLC WMT Holdings History
TLW Wealth Management, LLC's Walmart Inc Holding Summary
As of 2025-03-31, TLW Wealth Management, LLC held 161,459.00 shares of Walmart Inc(WMT), totaling $14.17 Mil. This investment constitutes 8.51% of their stock portfolio, and TLW Wealth Management, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2019Q2. And since then TLW Wealth Management, LLC has made 13 purchases of WMT, at an average price of $39.89, for a total of 270,120.00 shares. In addition, there have been 11 sales at an average price of $41.42 for 108,661.00 shares. Based on historical transaction data and WMT's current price of $95.05, TLW Wealth Management, LLC's estimated gain on his WMT holdings is $9.07 Mil, reflecting a 84.18% gain to date.
TLW Wealth Management, LLC WMT ($95.05) Holding Chart
TLW 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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