Wal-Mart Stores shares owned by Centric Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Centric Wealth Management
from 13F filings
Historical chart of Centric Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Centric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $516k | 8.7k | 59.35 |
| 2023-12-31 | $401k | 2.4k | 168.64 |
| 2023-09-30 | $256k | 1.6k | 159.96 |
| 2023-06-30 | $248k | 1.6k | 154.86 |
| 2023-03-31 | $284k | 1.9k | 147.47 |
| 2022-12-31 | $266k | 1.9k | 141.76 |
| 2022-09-30 | $328k | 2.5k | 129.64 |
| 2022-06-30 | $1.5M | 13k | 121.56 |
| 2022-03-31 | $1.8M | 12k | 148.89 |
| 2021-12-31 | $1.7M | 12k | 144.69 |
| 2021-09-30 | $1.6M | 11k | 139.38 |
| 2021-06-30 | $1.6M | 11k | 141.05 |
| 2021-03-31 | $1.4M | 10k | 135.85 |
| 2020-12-31 | $1.5M | 10k | 144.18 |
| 2020-09-30 | $660k | 5.7k | 116.07 |
| 2020-06-30 | $828k | 6.9k | 119.84 |
| 2020-03-31 | $660k | 5.7k | 116.07 |
| 2019-12-31 | $711k | 6.0k | 118.86 |
| 2019-09-30 | $660k | 5.7k | 116.07 |
| 2019-06-30 | $577k | 5.2k | 110.45 |
| 2019-03-31 | $478k | 4.9k | 97.51 |
| 2018-12-31 | $445k | 4.8k | 93.08 |