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Wal-Mart Stores shares owned by Collaborative Wealth Managment

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Collaborative Wealth Managment from 13F filings

Historical chart of Collaborative Wealth Managment investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Collaborative Wealth Managment consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2023-12-31 $231k 1.5k 157.60
2023-09-30 $256k 1.6k 159.88
2023-06-30 $251k 1.6k 157.17
2023-03-31 $229k 1.6k 147.45
2022-12-31 $219k 1.5k 141.79
2022-09-30 $200k 1.5k 129.45
2021-12-31 $226k 1.6k 144.96
2021-03-31 $211k 1.4k 149.01