Sugarloaf Wealth Management »

Wal-Mart Stores shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 68k 60.17
2023-12-31 $3.1M 20k 157.65
2023-09-30 $2.9M 18k 159.93
2023-06-30 $842k 5.4k 157.19
2023-03-31 $757k 5.1k 147.45
2022-12-31 $741k 5.2k 141.79
2022-09-30 $758k 5.8k 129.79
2022-06-30 $628k 5.2k 121.54
2022-03-31 $770k 5.2k 148.88
2021-12-31 $747k 5.2k 144.74
2021-09-30 $719k 5.2k 139.31
2021-06-30 $794k 5.6k 142.86
2021-03-31 $735k 5.4k 135.83
2020-12-31 $778k 5.4k 144.10
2020-09-30 $755k 5.4k 139.84
2020-06-30 $645k 5.4k 119.71
2020-03-31 $607k 5.3k 113.65
2019-12-31 $644k 5.4k 118.84