Wal-Mart Stores shares owned by Accretive Wealth Partners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Accretive Wealth Partners
from 13F filings
Historical chart of Accretive Wealth Partners investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Accretive Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Accretive Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 30k | 59.82 |
| 2023-12-31 | $1.6M | 10k | 157.65 |
| 2023-09-30 | $1.6M | 10k | 159.93 |
| 2023-06-30 | $1.6M | 10k | 157.18 |
| 2023-03-31 | $1.5M | 9.9k | 147.45 |
| 2022-12-31 | $1.4M | 9.8k | 141.79 |
| 2022-09-30 | $1.3M | 9.9k | 129.67 |
| 2022-06-30 | $1.2M | 9.7k | 121.61 |
| 2022-03-31 | $1.4M | 9.7k | 148.93 |
| 2021-12-31 | $1.4M | 9.4k | 144.68 |
| 2021-09-30 | $1.3M | 9.0k | 139.38 |
| 2021-06-30 | $1.2M | 8.6k | 140.99 |
| 2021-03-31 | $1.0M | 7.7k | 135.78 |
| 2020-12-31 | $1.0M | 7.1k | 144.19 |