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Wal-Mart Stores shares owned by Oxford Financial

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Oxford Financial from 13F filings

Historical chart of Oxford Financial investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Oxford Financial

Quarter filed Position value Share count Share price at filing
2023-09-30 $970k 6.1k 159.93
2023-06-30 $1.0M 6.6k 157.18
2023-03-31 $535k 3.6k 147.45
2022-12-31 $472k 3.3k 141.79
2022-09-30 $388k 3.0k 129.72
2022-06-30 $387k 3.2k 121.74
2022-03-31 $416k 2.8k 149.05
2021-12-31 $430k 3.0k 144.83
2021-09-30 $382k 2.7k 139.42
2021-06-30 $396k 2.8k 141.08
2021-03-31 $385k 2.8k 135.95
2020-12-31 $405k 2.8k 144.28
2020-09-30 $397k 2.8k 140.04
2020-06-30 $476k 4.0k 119.69
2020-03-31 $318k 2.8k 113.57