Basis

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  • JG EA
    Senior Member
    • Jul 2005
    • 2176

    #1

    Basis

    This time of year even a little thing can be exciting. Walmart is figuring basis! Everyone probably knew this already, but I was ready to add up and figure client's basis like I always do when they sell stock at Walmart and lo there was it all figured for me.
    JG
  • S T
    Senior Member
    • Jun 2005
    • 5053

    #2
    Your were lucky

    My client that sold Wal-Mart stock, it appeared that records were too old or unavailabe. So I had to dig through my records, of which I didn't have all because of acquiring the client in 1998.

    Thank goodness for what I did have, and the fact that I could go to the Wal Mart site and find dividends and splits.

    so it was a best guestimate based on available..

    Sandy

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    • Roland Slugg
      Senior Member
      • Aug 2006
      • 1860

      #3
      Wal-Mart not alone

      Many corporations do this as a courtesy for their shareholders. I've seen it on several company's web sites, usually under a tab/link called something like "Shareholder Services" or "Investors."
      Roland Slugg
      "I do what I can."

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