Wal-Mart Stores shares owned by Caliber Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Caliber Wealth Management
from 13F filings
Historical chart of Caliber Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Caliber Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 48k | 60.17 |
| 2023-12-31 | $2.4M | 15k | 157.65 |
| 2023-09-30 | $2.4M | 15k | 159.93 |
| 2023-06-30 | $2.2M | 14k | 157.18 |
| 2023-03-31 | $1.9M | 13k | 147.45 |
| 2022-12-31 | $1.9M | 13k | 141.79 |
| 2021-06-30 | $539k | 3.8k | 140.95 |
| 2021-03-31 | $1.6M | 12k | 135.84 |
| 2020-12-31 | $1.4M | 9.8k | 144.14 |