Wal-Mart Stores shares owned by Acorn Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Acorn Wealth Advisors
from 13F filings
Historical chart of Acorn Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Acorn Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $301k | 3.7k | 80.74 |
2024-06-30 | $221k | 3.3k | 67.72 |
2023-09-30 | $205k | 1.3k | 159.96 |
2023-06-30 | $203k | 1.3k | 157.15 |
2020-12-31 | $207k | 1.4k | 144.25 |
2020-09-30 | $207k | 1.5k | 139.96 |
2018-06-30 | $75k | 898 | 83.52 |
2018-03-31 | $69k | 778 | 88.69 |
2017-12-31 | $66k | 659 | 100.15 |