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Wal-Mart Stores shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $396k 6.6k 60.17
2023-09-30 $212k 1.3k 159.91