Wal-Mart Stores shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 51k | 60.38 |
| 2023-12-31 | $2.7M | 17k | 158.22 |
| 2023-09-30 | $2.7M | 17k | 159.93 |
| 2023-06-30 | $2.7M | 17k | 157.18 |
| 2023-03-31 | $2.4M | 17k | 148.02 |
| 2022-12-31 | $2.4M | 17k | 142.35 |
| 2022-09-30 | $2.2M | 17k | 129.71 |
| 2022-06-30 | $2.1M | 17k | 121.31 |
| 2022-03-31 | $2.6M | 17k | 149.47 |
| 2021-12-31 | $2.5M | 17k | 145.24 |
| 2021-09-30 | $2.6M | 19k | 139.64 |
| 2021-06-30 | $2.8M | 20k | 141.02 |
| 2021-03-31 | $2.7M | 20k | 136.40 |
| 2020-12-31 | $2.7M | 18k | 144.68 |