Trivant Custom Portfolio Group, LLC WMT Holdings History
Trivant Custom Portfolio Group, LLC's Walmart Inc Holding Summary
As of 2025-03-31, Trivant Custom Portfolio Group, LLC held 52,081.00 shares of Walmart Inc(WMT), totaling $4.57 Mil. This investment constitutes 2.71% of their stock portfolio, and Trivant Custom Portfolio Group, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2023Q2. And since then Trivant Custom Portfolio Group, LLC has made 3 purchases of WMT, at an average price of $50.53, for a total of 55,593.00 shares. In addition, there have been 5 sales at an average price of $70.08 for 3,512.00 shares. Based on historical transaction data and WMT's current price of $97.09, Trivant Custom Portfolio Group, LLC's estimated gain on his WMT holdings is $2.49 Mil, reflecting a 88.76% gain to date.
Trivant Custom Portfolio Group, LLC WMT ($97.09) Holding Chart
Trivant Custom Portfolio Group, LLC WMT ($97.09) 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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