Wal-Mart Stores shares owned by Private Wealth Strategies
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Private Wealth Strategies
from 13F filings
Historical chart of Private Wealth Strategies investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Private Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $589k | 3.7k | 157.65 |
| 2023-09-30 | $598k | 3.7k | 159.93 |
| 2023-06-30 | $587k | 3.7k | 157.18 |
| 2023-03-31 | $612k | 4.2k | 147.44 |
| 2022-12-31 | $577k | 4.1k | 141.78 |
| 2022-09-30 | $528k | 4.1k | 129.79 |
| 2022-06-30 | $496k | 4.1k | 122.05 |
| 2022-03-31 | $596k | 4.0k | 148.93 |
| 2021-12-31 | $579k | 4.0k | 144.82 |
| 2021-09-30 | $587k | 4.2k | 139.36 |
| 2021-06-30 | $593k | 4.2k | 140.92 |
| 2021-03-31 | $570k | 4.2k | 135.78 |
| 2020-12-31 | $1.5M | 10k | 144.17 |
| 2020-09-30 | $943k | 6.7k | 140.00 |
| 2020-06-30 | $447k | 3.7k | 119.74 |
| 2020-03-31 | $423k | 3.7k | 113.53 |
| 2019-12-31 | $442k | 3.7k | 118.75 |