Number of Shares
310,186.00
Current Holdings Value*
$27.23 Mil
% of Portfolio
2.53%
Total Estimate Gain
$9.84 Mil
% of Total Estimate Gain
48.86%

Waterloo Capital, L.P.'s Walmart Inc Holding Summary

As of 2025-03-31, Waterloo Capital, L.P. held 310,186.00 shares of Walmart Inc(WMT), totaling $27.23 Mil. This investment constitutes 2.53% of their stock portfolio, and Waterloo Capital, L.P. now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2020Q1. And since then Waterloo Capital, L.P. has made 7 purchases of WMT, at an average price of $63.07, for a total of 319,201.00 shares. In addition, there have been 2 sales at an average price of $50.22 for 9,015.00 shares. Based on historical transaction data and WMT's current price of $95.15, Waterloo Capital, L.P.'s estimated gain on his WMT holdings is $9.84 Mil, reflecting a 48.86% gain to date.

Waterloo Capital, L.P. WMT ($95.15) Holding Chart

Waterloo Capital, L.P. WMT ($95.15) 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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