Wealth Group, Ltd. WMT Holdings History
Number of Shares
51,662.00
Current Holdings Value*
$4.54 Mil
% of Portfolio
2.94%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
64.76%
Wealth Group, Ltd.'s Walmart Inc Holding Summary
As of 2025-03-31, Wealth Group, Ltd. held 51,662.00 shares of Walmart Inc(WMT), totaling $4.54 Mil. This investment constitutes 2.94% of their stock portfolio, and Wealth Group, Ltd. now holds 0% of the outstanding Walmart Inc(WMT) stock.
The initial trade took place in 2024Q1. And since then Wealth Group, Ltd. has made 1 purchases of WMT, at an average price of $57.36, for a total of 53,686.00 shares. In addition, there have been 3 sales at an average price of $80.36 for 2,024.00 shares. Based on historical transaction data and WMT's current price of $95.05, Wealth Group, Ltd.'s estimated gain on his WMT holdings is $1.99 Mil, reflecting a 64.76% gain to date.
Wealth Group, Ltd. WMT ($95.05) Holding Chart
Wealth Group, Ltd. 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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