Number of Shares
94,857.00
Current Holdings Value*
$8.33 Mil
% of Portfolio
3.39%
Total Estimate Gain
$4.80 Mil
% of Total Estimate Gain
30.62%

Wealth Advisors of Tampa Bay, LLC's Walmart Inc Holding Summary

As of 2025-03-31, Wealth Advisors of Tampa Bay, LLC held 94,857.00 shares of Walmart Inc(WMT), totaling $8.33 Mil. This investment constitutes 3.39% of their stock portfolio, and Wealth Advisors of Tampa Bay, LLC now holds 0% of the outstanding Walmart Inc(WMT) stock.

The initial trade took place in 2021Q4. And since then Wealth Advisors of Tampa Bay, LLC has made 6 purchases of WMT, at an average price of $49.32, for a total of 317,802.00 shares. In addition, there have been 8 sales at an average price of $51.11 for 222,945.00 shares. Based on historical transaction data and WMT's current price of $95.68, Wealth Advisors of Tampa Bay, LLC's estimated gain on his WMT holdings is $4.80 Mil, reflecting a 30.62% gain to date.

Wealth Advisors of Tampa Bay, LLC WMT ($95.68) Holding Chart

Wealth Advisors of Tampa Bay, LLC WMT ($95.68) 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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