Wal-Mart Stores shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $220k | 2.3k | 97.78 |
| 2025-03-31 | $198k | 2.3k | 87.79 |
| 2024-12-31 | $279k | 3.1k | 90.35 |
| 2024-09-30 | $249k | 3.1k | 80.75 |
| 2024-06-30 | $152k | 2.3k | 67.71 |
| 2024-03-31 | $135k | 2.3k | 60.17 |
| 2023-12-31 | $118k | 750 | 157.65 |
| 2023-09-30 | $120k | 750 | 159.93 |
| 2023-06-30 | $110k | 750 | 146.06 |
| 2023-03-31 | $111k | 750 | 147.45 |
| 2022-12-31 | $105k | 740 | 141.79 |
| 2022-09-30 | $96k | 740 | 129.73 |
| 2022-06-30 | $90k | 740 | 121.62 |
| 2022-03-31 | $110k | 740 | 148.65 |
| 2021-12-31 | $107k | 740 | 144.59 |
| 2021-09-30 | $110k | 790 | 139.24 |
| 2021-06-30 | $126k | 890 | 141.57 |
| 2021-03-31 | $162k | 1.2k | 136.13 |
| 2020-12-31 | $114k | 790 | 144.30 |
| 2020-09-30 | $147k | 1.1k | 139.73 |
| 2020-06-30 | $129k | 1.1k | 119.56 |
| 2020-03-31 | $178k | 1.6k | 113.38 |
| 2019-12-31 | $10k | 85 | 117.65 |
| 2019-09-30 | $34k | 285 | 119.30 |
| 2019-06-30 | $31k | 285 | 108.77 |
| 2019-03-31 | $8.0k | 85 | 94.12 |
| 2018-12-31 | $14k | 147 | 95.24 |
| 2018-09-30 | $14k | 147 | 95.24 |
| 2018-06-30 | $7.0k | 85 | 82.35 |
| 2015-06-30 | $4.0k | 55 | 72.73 |
More positions owned by AllSquare Wealth Management
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